Box Connector for HubSpot
GUIDE
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.
Plan needed: Pinned folder types and manual pinning work on every Box Connector plan, including Core. Automating it with HubSpot workflows is Growth plan and up, and needs a HubSpot Professional or Enterprise subscription.
Why pin folders?
Pinned folders put the right Box folder on the record, so your team opens client files from HubSpot without searching Box. Box permissions still apply to every user.
Why pin folders?
Pinned folders put the right Box folder on the record, so your team opens client files from HubSpot without searching Box. Box permissions still apply to every user.
Why pin folders?
Pinned folders put the right Box folder on the record, so your team opens client files from HubSpot without searching Box. Box permissions still apply to every user.
Step 1: Create pinned folder types (all plans)
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.
You can pin folders without a type, but only typed folders can be used in workflows.
Step 1: Create pinned folder types (all plans)
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.
You can pin folders without a type, but only typed folders can be used in workflows.
Step 1: Create pinned folder types (all plans)
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.
You can pin folders without a type, but only typed folders can be used in workflows.
Step 2: Pin a folder manually (all plans)
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.
Choose the existing Box folder. It now appears as a pinned folder on the record.
You can pin more than one folder to a record, but only one folder of each type. Pinning a second “Contracts” folder to the same deal replaces the first.
Step 2: Pin a folder manually (all plans)
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.
Choose the existing Box folder. It now appears as a pinned folder on the record.
You can pin more than one folder to a record, but only one folder of each type. Pinning a second “Contracts” folder to the same deal replaces the first.
Step 2: Pin a folder manually (all plans)
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.
Choose the existing Box folder. It now appears as a pinned folder on the record.
You can pin more than one folder to a record, but only one folder of each type. Pinning a second “Contracts” folder to the same deal replaces the first.
Step 3: Pin existing folders automatically (Growth and up)
Workflows need each folder’s Box ID. Use one of these two patterns.
Option A: Box folder IDs you already have
Create a HubSpot property, for example “Existing Box folder ID”.
Fill it in with a HubSpot import or by editing records.
Create a workflow with the trigger Existing Box folder ID is known.
Add Pin Box Folder to Record:
HubSpot Object Record ID: the record’s Record ID.
HubSpot Object Record Type: for example Company.
Box Folder ID: the “Existing Box folder ID” property.
Pinned Mode: Add, to keep any folders already pinned.
Pinned Folder Type: for example Client.
Type Conflict Handling: choose what happens if that type is already pinned.
Option B: folders named to match your records
If your existing folders sit under one parent folder and are named after the record (for example the company name), Create Box Folder can find them:
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 already exists, the action returns the existing folder’s ID instead of creating a new one.
Add Pin Box Folder to Record with Box Folder ID set to the folder_id output.
Names must match exactly. If no folder has that name, the action creates a new one.
Step 3: Pin existing folders automatically (Growth and up)
Workflows need each folder’s Box ID. Use one of these two patterns.
Option A: Box folder IDs you already have
Create a HubSpot property, for example “Existing Box folder ID”.
Fill it in with a HubSpot import or by editing records.
Create a workflow with the trigger Existing Box folder ID is known.
Add Pin Box Folder to Record:
HubSpot Object Record ID: the record’s Record ID.
HubSpot Object Record Type: for example Company.
Box Folder ID: the “Existing Box folder ID” property.
Pinned Mode: Add, to keep any folders already pinned.
Pinned Folder Type: for example Client.
Type Conflict Handling: choose what happens if that type is already pinned.
Option B: folders named to match your records
If your existing folders sit under one parent folder and are named after the record (for example the company name), Create Box Folder can find them:
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 already exists, the action returns the existing folder’s ID instead of creating a new one.
Add Pin Box Folder to Record with Box Folder ID set to the folder_id output.
Names must match exactly. If no folder has that name, the action creates a new one.
Step 3: Pin existing folders automatically (Growth and up)
Workflows need each folder’s Box ID. Use one of these two patterns.
Option A: Box folder IDs you already have
Create a HubSpot property, for example “Existing Box folder ID”.
Fill it in with a HubSpot import or by editing records.
Create a workflow with the trigger Existing Box folder ID is known.
Add Pin Box Folder to Record:
HubSpot Object Record ID: the record’s Record ID.
HubSpot Object Record Type: for example Company.
Box Folder ID: the “Existing Box folder ID” property.
Pinned Mode: Add, to keep any folders already pinned.
Pinned Folder Type: for example Client.
Type Conflict Handling: choose what happens if that type is already pinned.
Option B: folders named to match your records
If your existing folders sit under one parent folder and are named after the record (for example the company name), Create Box Folder can find them:
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 already exists, the action returns the existing folder’s ID instead of creating a new one.
Add Pin Box Folder to Record with Box Folder ID set to the folder_id output.
Names must match exactly. If no folder has that name, the action creates a new one.
Step 4: 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 get the folder’s ID for other actions, and Unpin Box Folder to remove a pin.
Step 4: 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 get the folder’s ID for other actions, and Unpin Box Folder to remove a pin.
Step 4: 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 get the folder’s ID for other actions, and Unpin Box Folder to remove a pin.
Real results from this pattern
Root Financial pins each client’s Box folder to the HubSpot record, so advisors click once from HubSpot to reach their files. Read the Root Financial case study
Real results from this pattern
Root Financial pins each client’s Box folder to the HubSpot record, so advisors click once from HubSpot to reach their files. Read the Root Financial case study
Real results from this pattern
Root Financial pins each client’s Box folder to the HubSpot record, so advisors click once from HubSpot to reach their files. 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