Box Connector for HubSpot
GUIDE
How to collect client documents with a Box file request from HubSpot
Short answer: Create a file request on a Box folder, save it as a File Request Template in Box Connector, then use the Create Box File Request workflow action to apply it to each client’s folder. Save the File Request Link output to a HubSpot property and send it in an email. Clients upload with no login, and files land in their Box folder.
Plan needed: Box Connector Growth plan and up (dynamic file requests and workflow automation). HubSpot workflows need a HubSpot Professional or Enterprise subscription.
What you'll build
When a deal reaches “Onboarding” (or any stage you choose):
Box Connector finds the client’s pinned Box folder.
It creates a file request on that folder from your template.
HubSpot saves the upload link on the record and emails it to the client.
What you'll build
When a deal reaches “Onboarding” (or any stage you choose):
Box Connector finds the client’s pinned Box folder.
It creates a file request on that folder from your template.
HubSpot saves the upload link on the record and emails it to the client.
What you'll build
When a deal reaches “Onboarding” (or any stage you choose):
Box Connector finds the client’s pinned Box folder.
It creates a file request on that folder from your template.
HubSpot saves the upload link on the record and emails it to the client.
Before you start
Box Connector is installed and the Box Files card is on your record layouts.
Each client record has a typed pinned folder (for example “Client”). See the guide “How to auto-create Box client folders from HubSpot deals”.
To find file request IDs, you need access to the Box File Requests Dashboard, which requires Box Enterprise Admin Console access. Ask your Box admin if you don’t have it.
Before you start
Box Connector is installed and the Box Files card is on your record layouts.
Each client record has a typed pinned folder (for example “Client”). See the guide “How to auto-create Box client folders from HubSpot deals”.
To find file request IDs, you need access to the Box File Requests Dashboard, which requires Box Enterprise Admin Console access. Ask your Box admin if you don’t have it.
Before you start
Box Connector is installed and the Box Files card is on your record layouts.
Each client record has a typed pinned folder (for example “Client”). See the guide “How to auto-create Box client folders from HubSpot deals”.
To find file request IDs, you need access to the Box File Requests Dashboard, which requires Box Enterprise Admin Console access. Ask your Box admin if you don’t have it.
Step 1: Create a file request in Box
In Box, select a folder to hold the template file request.
In the Sharing pane, under File Request, click Create Link.
Click Edit, give it a clear title (for example “Onboarding Documents”), and add short instructions.
Save.
Step 1: Create a file request in Box
In Box, select a folder to hold the template file request.
In the Sharing pane, under File Request, click Create Link.
Click Edit, give it a clear title (for example “Onboarding Documents”), and add short instructions.
Save.
Step 1: Create a file request in Box
In Box, select a folder to hold the template file request.
In the Sharing pane, under File Request, click Create Link.
Click Edit, give it a clear title (for example “Onboarding Documents”), and add short instructions.
Save.
Step 2: Copy the file request ID
Open the Box File Requests Dashboard and click to edit your file request.
Copy the number at the end of the edit page URL, for example yourcompany.app.box.com/filerequest/12345.
Use the edit page. The regular file request view page doesn’t show the ID.
Step 2: Copy the file request ID
Open the Box File Requests Dashboard and click to edit your file request.
Copy the number at the end of the edit page URL, for example yourcompany.app.box.com/filerequest/12345.
Use the edit page. The regular file request view page doesn’t show the ID.
Step 2: Copy the file request ID
Open the Box File Requests Dashboard and click to edit your file request.
Copy the number at the end of the edit page URL, for example yourcompany.app.box.com/filerequest/12345.
Use the edit page. The regular file request view page doesn’t show the ID.
Step 3: Create a File Request Template in Box Connector
In Box Connector, go to File Request Templates and click Create Template.
Paste the file request ID. Box Connector checks it and pulls the details from Box.
Add a name and description, then save.
Step 3: Create a File Request Template in Box Connector
In Box Connector, go to File Request Templates and click Create Template.
Paste the file request ID. Box Connector checks it and pulls the details from Box.
Add a name and description, then save.
Step 3: Create a File Request Template in Box Connector
In Box Connector, go to File Request Templates and click Create Template.
Paste the file request ID. Box Connector checks it and pulls the details from Box.
Add a name and description, then save.
Step 4: Send a file request from a record (optional, Growth and up)
Open a contact, company or deal and go to the Box Files card.
Choose the file request option, select your template, and add recipient details.
Send. Uploaded files are stored in the record’s Box folder.
Step 4: Send a file request from a record (optional, Growth and up)
Open a contact, company or deal and go to the Box Files card.
Choose the file request option, select your template, and add recipient details.
Send. Uploaded files are stored in the record’s Box folder.
Step 4: Send a file request from a record (optional, Growth and up)
Open a contact, company or deal and go to the Box Files card.
Choose the file request option, select your template, and add recipient details.
Send. Uploaded files are stored in the record’s Box folder.
Step 5: Automate it with a HubSpot workflow
In HubSpot, create a deal-based workflow. Set the trigger, for example Deal stage is any of Onboarding.
Add Get Pinned Box Folder:
HubSpot Object Record ID: the deal’s Record ID.
HubSpot Object Record Type: Deal.
Pinned Folder Type: Client.
Add Create Box File Request:
Box File Request Template: your template.
Folder ID: the Folder ID output from Get Pinned Box Folder.
Title and Description (optional): personalize with HubSpot tokens.
Expires at (optional): the date the request stops accepting uploads.
Is Description Required? / Is Email Required? (optional): ask submitters for a description or email.
Add HubSpot’s Edit record action. Set a deal property such as “Upload link” to the File Request Link output.
Add a HubSpot email step that includes the “Upload link” property.
Test on a sample deal, then turn the workflow on.
Step 5: Automate it with a HubSpot workflow
In HubSpot, create a deal-based workflow. Set the trigger, for example Deal stage is any of Onboarding.
Add Get Pinned Box Folder:
HubSpot Object Record ID: the deal’s Record ID.
HubSpot Object Record Type: Deal.
Pinned Folder Type: Client.
Add Create Box File Request:
Box File Request Template: your template.
Folder ID: the Folder ID output from Get Pinned Box Folder.
Title and Description (optional): personalize with HubSpot tokens.
Expires at (optional): the date the request stops accepting uploads.
Is Description Required? / Is Email Required? (optional): ask submitters for a description or email.
Add HubSpot’s Edit record action. Set a deal property such as “Upload link” to the File Request Link output.
Add a HubSpot email step that includes the “Upload link” property.
Test on a sample deal, then turn the workflow on.
Step 5: Automate it with a HubSpot workflow
In HubSpot, create a deal-based workflow. Set the trigger, for example Deal stage is any of Onboarding.
Add Get Pinned Box Folder:
HubSpot Object Record ID: the deal’s Record ID.
HubSpot Object Record Type: Deal.
Pinned Folder Type: Client.
Add Create Box File Request:
Box File Request Template: your template.
Folder ID: the Folder ID output from Get Pinned Box Folder.
Title and Description (optional): personalize with HubSpot tokens.
Expires at (optional): the date the request stops accepting uploads.
Is Description Required? / Is Email Required? (optional): ask submitters for a description or email.
Add HubSpot’s Edit record action. Set a deal property such as “Upload link” to the File Request Link output.
Add a HubSpot email step that includes the “Upload link” property.
Test on a sample deal, then turn the workflow on.
Good to know
You can have only one file request per Box folder.
People can upload up to 500 files at a time, but can’t upload folders.
Each upload uses a 24-hour token. Very large or slow uploads that take longer won’t complete.
Setting Status to Inactive stops a file request from accepting new submissions.
Real results from this pattern
Root Financial creates a household folder and a branded upload link from HubSpot stages. It eliminated 40 hours a week of repetitive work, a full role (1 FTE). Read the Root Financial case study
Ready to make Box and HubSpot work better together?
Reduce manual work, improve document visibility, and create more consistent customer and operational workflows with Box Connector for HubSpot.
SparkGrid Software developed Box Connector for HubSpot, helping organizations manage Box files, automate document workflows, support e-signatures, and connect document activity to CRM records.
©2026 SparkGrid Software Terms of Use | Privacy Policy | Trust Center
Ready to make Box and HubSpot work better together?
Reduce manual work, improve document visibility, and create more consistent customer and operational workflows with Box Connector for HubSpot.
SparkGrid Software developed Box Connector for HubSpot, helping organizations manage Box files, automate document workflows, support e-signatures, and connect document activity to CRM records.
©2026 SparkGrid Software Terms of Use | Privacy Policy | Trust Center
Ready to make Box and HubSpot work better together?
Reduce manual work, improve document visibility, and create more consistent customer and operational workflows with Box Connector for HubSpot.
SparkGrid Software developed Box Connector for HubSpot, helping organizations manage Box files, automate document workflows, support e-signatures, and connect document activity to CRM records.
©2026 SparkGrid Software Terms of Use | Privacy Policy | Trust Center