Case Studies
HubSpot + Box Case Studies
See how teams in financial services, industrial manufacturing, and field services automate document workflows between HubSpot and Box and what it saved them.
Strategic Wealth Designers · Wealth Management · 395 hours a month saved
How a wealth management firm used HubSpot, Box AI and Box Connector to collect, verify, file and share client documents automatically, while keeping every file in Box.
Root Financial · Financial Services · 1 FTE of manual work eliminated
How a $2.2B financial services firm automated client onboarding documents across HubSpot and Box and freed a full role's worth of work.
ElectraMet · Industrial Manufacturing · 5-10 days cut per document cycle
How an industrial manufacturer drove Box folder structure from HubSpot deals and tickets, cutting days from every document cycle.
ToolKit Services · Commercial Installation & Field Services · 5 hrs/week saved
How a national installation company automated thousands of Box job folders from HubSpot deals, saving five hours a week and cutting training time 15%.
