Box + HubSpot workflow guides

Check, rename and file onboarding documents with Box AI, then pin the client folder to HubSpot.

Send clients a Box upload link from a HubSpot stage, so files land in their Box folder.

Give the new advisor access to the client's Box folder and remove the previous one when the owner changes.

Copy a Box template folder for every new listing and pin it to the HubSpot deal.

Send buyers a secure Box upload link when an offer is accepted, straight into the transaction folder.

Send clients one link to their closing package, then turn the link off on schedule.

Create a confidential partner folder and share it only after the CDA is executed.

Pull dates, names and terms from Box documents into HubSpot properties with Box AI.

Create a client or matter folder with the right team access when an engagement is won.

Move the client's folder to your archive and remove outside access when an engagement ends.

Create job folders at estimating, then move them from sales to operations to archive.

Collect insurance certificates and licenses in one Box folder per subcontractor.

Send pre-filled Box Sign contracts from the deal and log every signing action in HubSpot.

Pin the Box folders you already have to HubSpot records, by hand or with a workflow.

Give every new ticket its own Box folder and an upload link for the customer's files.