ANY INDUSTRY · FOLDER PINNING
How to pin existing Box folders to HubSpot records
Short answer: Open the Box Files card on any HubSpot record, click the pin option, choose a pinned folder type and pick the Box folder. To pin many existing folders automatically, use a HubSpot workflow with the Pin Box Folder to Record action and a Box folder ID.
What it does
Pinned folders put the right Box folder on the record, so your team opens client files from HubSpot without searching Box. Typed pins also let later workflows find the folder with Get Pinned Box Folder.
Before you start
Plan: Pinning works on all plans. Automating it with workflows needs Growth and up.
Box Connector is installed and the Box Files card is on your record layouts.
You know where your existing folders live in Box.
Step 1: Create pinned folder types
In Box Connector, go to Settings > Pinned Folder Types.
Click Add Folder Type, choose an icon, and add a name such as “Client”, “Contracts” or “Invoices”.
Save. The type works on contacts, companies, deals, tickets and custom objects.
Step 2: Pin a folder manually
Open a contact, company, deal, ticket or custom object record.
In the Box Files card, click the pin icon or Pin Folder.
Select the folder type and choose the existing Box folder.
Step 3: Pin folders automatically with known folder IDs
Create a HubSpot property such as “Existing Box folder ID” and fill it with an import or by editing records.
Create a workflow with the trigger Existing Box folder ID is known.
Add Pin Box Folder to Record with the record’s Record ID and type, the property as Box Folder ID, Pinned Mode add, and a Pinned Folder Type such as Client.
Step 4: Or match folders by name
If your existing folders sit under one parent folder and are named after the record (for example the company name):
Add Create Box Folder with Folder Name set to the matching HubSpot property and Parent Folder ID set to the parent folder.
Leave Fail on Conflict unchecked. If a folder with that name exists, the action returns its ID instead of creating a new one.
Add Pin Box Folder to Record with the folder_id output as Box Folder ID.
Step 5: Check the result
Open a few records and confirm the folder shows under the right type in the Box Files card.
In later workflows, use Get Pinned Box Folder to reuse the folder and Unpin Box Folder to remove a pin.
Real results
Root Financial pins each client’s Box folder to the HubSpot record, so advisors click once from HubSpot to reach their files.
Frequently asked questions
Can I pin folders on any plan?
Can I pin more than one folder to a record?
Do pinned folders copy files into HubSpot?
Related guides and resources
Try this workflow in your HubSpot
Box Connector gives you 42 no-code HubSpot workflow actions for Box. Start a free trial or book a demo and we’ll walk through this workflow with you.
