Box Connector 2.0: Transforming Your Document Management Experience in HubSpot

We’re thrilled to announce the release of Box Connector 2.0, a major upgrade that brings powerful new capabilities to the integration between Box and HubSpot. This update represents a significant leap forward in how you can manage documents and automate workflows across your business.

Powerful Workflow Automation at Your Fingertips

Our enhanced Box integration with HubSpot Workflows goes far beyond basic folder creation, offering sophisticated automation that adapts to your business processes:

• Deal Management: Automatically generate customized folder structures at key deal stages, complete with tailored permissions

• Client Onboarding: Create and share personalized document packages the moment deals close

• Document Lifecycle Management: Schedule automatic file archiving based on age or status changes

• Streamlined Approval Processes: Alert team members instantly when documents require review

• Content Synchronization: Keep Box documents perfectly aligned with HubSpot property changes

With Box Connector 2.0, any trigger in HubSpot can now initiate sophisticated document actions in Box, creating a seamless bridge between your CRM and document management systems.

Unlimited Box Sign Integration: A Cost-Effective Alternative

Why continue paying premium prices for DocuSign when our Box Connector offers unlimited eSignatures? We’ve enhanced this feature with dynamic data merging capabilities—automatically pulling contact details, deal specifics, and custom field values directly from HubSpot into your Box Sign templates for truly personalized documents.

Enhanced Features Based on Your Feedback

We’ve refined our most popular features based on what you’ve told us matters most:

• Multi-Folder Pinning: Attach multiple Box folders to a single HubSpot record for improved organization and accessibility

• Intelligent Search Filters: Find exactly what you need faster with advanced search capabilities using Box metadata

Experience the Difference Today

Ready to see how Box Connector 2.0 can transform your document workflows? Schedule a demo or contact our support team to discover how these powerful updates can streamline your processes and boost productivity across your organization.

Watch the video below, sign up for a free trial, or contact us today!