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The 2025 Guide to the Best Box-HubSpot Integrations

complete guide to box and hubspot integrations
complete guide to box and hubspot integrations

Chris Eustace

November 19, 2025

If you’re trying to figure out the best way to connect Box and HubSpot, you’re not alone.

Almost every compliance-heavy or client-serving team we talk to hits the same problem: “All of our documents live in Box… but all of our work happens in HubSpot.”

And that gap creates a ton of manual work: re-uploading files, recreating folders, hunting for the right version of a contract, or trying to stitch together a process that lives half in HubSpot and half in Box.

The good news is: there are ways to connect the two systems.

The harder part is understanding the differences between them, because each integration solves a very different problem.

This guide breaks down every real Box-HubSpot integration available in 2025, what they’re good at, where they fall short, and how to choose the right one for your team.

Let's jump in.

How to Evaluate Box-HubSpot Integrations

Before you pick a tool, consider these six criteria. They dramatically change the experience and long-term value of the integration.

1. Security & Compliance

  • Does it respect Box permissions, folder structures, and enterprise security posture?

2. Native HubSpot Experience

  • Can users actually access Box files from inside the CRM?

  • Or do they constantly bounce out to another tool?

3. Automation Depth

  • Does it automate folder creation, file routing, naming, e-signatures, onboarding workflows, etc.?

4. Ease of Setup

  • Can RevOps or admin teams set it up?

  • Or does it require engineering work?

5. Scalability

  • Will it break when you scale to 100+ clients per month?

  • Or when you have hundreds of HubSpot records generating folders?

6. Cost Predictability

  • Some tools look cheap but scale poorly with usage-based pricing.

With that in mind, here is the full list of integration options.

The Best Box-HubSpot Integrations in 2025

1. Box for Breeze (AI Search Integration Built by HubSpot)

Best for: Teams who want fast, AI-powered search across their Box content without leaving HubSpot

Cost: Free

Box for Breeze is HubSpot’s newest Box-related integration, and it fills an interesting gap:

What it does

  • Lets users ask Breeze Assistant to find files stored in Box

  • Returns instant answers powered by AI

  • Provides direct links to open files in Box

  • Cite sources so you know where answers came from

  • Makes your entire Box repository searchable inside HubSpot

Pros

  • Zero setup, zero maintenance

  • Fully AI-powered search across Box

  • Great for large content libraries

  • 100% free

  • Seamless inside the HubSpot UI

Cons

  • No automation

  • Doesn’t link Box folders to CRM records

  • No Box Sign support

  • Doesn’t handle automating any Box file or folder workflows in HubSpot

  • Not designed for file uploads or workflow-driven document management

Bottom line

A great search tool, not a workflow integration.

If your problem is finding files → Box for Breeze is a perfect addition.

If your problem is organizing or automating files → you’ll need a different tool.

2. Box Relay (Indirect HubSpot Integration)

Best for: Teams whose workflows originate in Box and have technical resources to maintain and build integrations

Cost: Included with Box Business & Enterprise Plans

Relay is Box’s automation engine for handling approvals, routing, and file-based workflows.

If you want to use it to send data from Box to HubSpot, you’d have to use webhooks in Box Relay and in HubSpot Workflows to stitch these two together.

What it does

  • Automates processes inside Box

  • Moves, renames, or routes files based on triggers

  • Handles file approvals and reviews

  • Great for internal-only workflows

Pros

  • Strong automation inside Box

  • Great for back-office flows

  • No-code builder

  • Box-native permissions and compliance

Cons

  • No native HubSpot support

  • Requires webhooks or email triggers for HubSpot → Box

  • Can be brittle or high-maintenance

  • Not visible to HubSpot users

  • Doesn’t support client onboarding or e-signature flows inside CRM

Bottom line

Relay is powerful for Box-centric teams, but not a true integration with HubSpot.

It’s best only if your workflows start and end in Box, not HubSpot.

3. No-Code Automation Tools (Zapier / Make / n8n)

Best for: Simple automation tasks where compliance isn’t a priority

Cost: Pay-per-task (can get expensive fast)

These tools shine for straightforward triggers like:

  • “When a HubSpot deal is created, create a Box folder.”

  • “When a file is uploaded, send a notification.”

Pros

  • Easy to get started

  • Works well for small teams

  • Flexible logic

Cons

  • No deep Box folder logic

  • No Box permissions or compliance mapping

  • No ability to use Box templates

  • No Box Sign support

  • No HubSpot-native UI

  • Hard to maintain as workflows grow

  • Usage-based billing becomes expensive quickly

Bottom line

Zapier/Make/n8n are great for small, non-regulated use cases but fall short when you need a native HubSpot experience that allows you to automate away tons of different processes in your CRM.

4. CloudFiles

Best for: Document sharing, previews, client-facing portals, and file analytics inside HubSpot

Cost: Subscription (tiered)

CloudFiles is a polished document viewer and file-sharing tool inside HubSpot that connects to multiple storage platforms, including Box.

What it does

  • Preview Box files directly inside HubSpot

  • Track document opens, downloads, and engagement

  • Create secure sharing links

  • Build small “client portals” with shared assets

  • Great for sales decks, support docs, and client deliverables

Pros

  • Strong in-app viewer

  • Excellent document analytics

  • Great UI for sales and client-facing work

  • Easy to set up

Cons

  • Not built for Box workflow automation

  • No folder creation or linking to CRM records

  • No Box Sign support

  • No compliance workflow features

  • No ability to handle structured onboarding flows

  • Limited Box permissions integration

Bottom line

A top-tier viewer and sharing tool, but not a workflow or compliance automation system.

Ideal if your primary goal is sharing and tracking files, not automating your Box processes.

5. DIY Integration (Custom Engineering Build)

Best for: Enterprise teams with an engineering department and very unique workflows

Cost: High

You can always build your own Box + HubSpot integration, but this option is expensive and time-consuming.

What it does

Anything you want… if you have engineers.

Pros

  • Fully customizable

  • Can mirror every nuance of your internal process

  • Supports any Box/HubSpot object

Cons

  • High engineering cost

  • Requires ongoing maintenance

  • Must rebuild when APIs change

  • Needs robust retry logic, error handling, and monitoring

  • Long implementation timelines

  • You own the success or failure of the integration

Bottom line

Only makes sense for very large teams who cannot use an off-the-shelf solution.

6. Box Connector by SparkGrid

Best for: Teams who want full Box visibility and automation inside HubSpot

Cost: Subscription (tiered)

Box Connector by SparkGrid is the only integration purpose-built specifically for Box + HubSpot workflows, not generic file sharing, not just a viewer, not just e-signature.

What it does

  • Centralizes all file activity inside HubSpot

  • Links folders directly to HubSpot CRM records

  • Auto-create Box folders for Contacts/Companies/Deals/Tickets/Custom Objects

  • Sync uploads from HubSpot into the correct Box folder

  • Automates any tedious file or folder work using 30+ HubSpot workflow actions

  • Sends, tracks, and stores Box Sign documents

  • Uses Box AI to summarize, rename, and classify documents

  • Respects Box permissions automatically

Pros

  • Deep, native HubSpot UI

  • Advanced automation that replaces manual tasks

  • Full Box Sign integration for sending and tracking unlimited e-signatures right from HubSpot

  • Strong for compliance-heavy workflows

  • Minimal setup required

  • Works across sales, onboarding, success, and operations

  • Purpose-built for service businesses who rely on HubSpot and Box

Cons

  • Not designed for teams that need to sync storage from Google Drive, DropBox, OneDrive, etc

  • Best suited for companies that run processes inside HubSpot

Bottom line

If your organization lives in HubSpot and relies on Box for file storage, compliance, and contracts, SparkGrid is the most complete integration on the market.

Comparison Table

Integration

Automation Depth

HubSpot UI

Compliance-Ready

E-Signatures

Setup Difficulty

Best For

Box for Breeze

Low (search)

High

Medium

No

Easy

Fast AI-powered search

Box Relay

Medium

None

High

No

Technical

Box-centric internal workflows

Zapier / Make / n8n

Medium

None

Low

No

Medium

Light automations

CloudFiles

Low

High

Medium

No

Easy

File previews & sharing

Custom Build

High

Custom

High

Custom

Hard

Enterprise custom needs

SparkGrid

High

High

High

Yes

Easy

File management, file workflow automations, compliance, e-signature, AI-powered workflows

Final Thoughts

Every integration in this list solves a different need - from AI-powered search (Box for Breeze) to file previews (CloudFiles) to internal Box automation (Box Relay) to full workflow automation in HubSpot (SparkGrid).

But if your company runs sales, onboarding, or support inside HubSpot and relies on Box as your system of record, SparkGrid delivers the deepest, most native integration available.

If you want to explore what that could look like in your business, you can start a free trial of Box Connector by SparkGrid or reach out for workflow recommendations.

Chris Eustace

CEO

@SparkGrid Software

FAQ

Frequently asked questions

Find out how Box Connector can save your team time.

What is the Box + HubSpot integration?

How does Box Connector handle document management within HubSpot?

How does Box workflow automation work within HubSpot?

Is Box compliant for secure document management in HubSpot?

What version of Box do I need to access all Box Connector features?

Do you offer a free trial of Box Connector?

FAQ

Frequently asked questions

Find out how Box Connector can save your team time.

What is the Box + HubSpot integration?

How does Box Connector handle document management within HubSpot?

How does Box workflow automation work within HubSpot?

Is Box compliant for secure document management in HubSpot?

What version of Box do I need to access all Box Connector features?

Do you offer a free trial of Box Connector?

FAQ

Frequently asked questions

Find out how Box Connector can save your team time.

What is the Box + HubSpot integration?

How does Box Connector handle document management within HubSpot?

How does Box workflow automation work within HubSpot?

Is Box compliant for secure document management in HubSpot?

What version of Box do I need to access all Box Connector features?

Do you offer a free trial of Box Connector?

Stop wasting hours on manual file work in HubSpot

Save hours every week, onboard clients faster, stay compliant.

Contact Us

877.595.3504

info@sparkgridsoftware.com

©2025 SparkGrid Software Terms of Use | Privacy Policy | Trust Center

Stop wasting hours on manual file work in HubSpot

Save hours every week, onboard clients faster, stay compliant.

Contact Us

877.595.3504

info@sparkgridsoftware.com

©2025 SparkGrid Software Terms of Use | Privacy Policy | Trust Center

Stop wasting hours on manual file work in HubSpot

Save hours every week, onboard clients faster, stay compliant.

Contact Us

877.595.3504

info@sparkgridsoftware.com

©2025 SparkGrid Software Terms of Use | Privacy Policy | Trust Center