Create Box folder for new Workbooks CRM contact
Workbooks CRM + Box Integration
Workbooks CRM + Box Integration
Connect Workbooks CRM to Box in 1 click
Free forever.Use premium features free for 14 days.1.
Person is created in Workbooks CRM Instant- New sales lead is created in Workbooks CRM Instant
- Credit note is posted in Workbooks CRM Instant
- Invoice is complete and its status is posted in Workbooks CRM Instant
- Task is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
- Organization is created in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
New folder item is created in Box- New comment is created in Box
- New event is created in Box
- Task is assigned in Box
2.
Trusted by experts at...
Ready Workflows for Workbooks CRM + Box Integration
Just click on the workflow you want to automate
Most popular automations
Create Box text file for new Workbooks CRM contact
Workbooks CRM + Box Integration
Create Workbooks CRM task for new Box file
Box + Workbooks CRM Integration
- 1of1
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Our team can create automations for you... At no extra cost!
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Top 10 Most Popular Workbooks CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Top 10 Most Popular Box Automations from
Integrately Community
Most popular
01
Create Airtable record from new Box file
02
Create Box file for new Formidable Forms form submission
03
Create Box file for new message received in Zoho Mail
04
Create Box folder for new Monday.com item
05
Create Amazon S3 object for new Box file
Most popular
01
Create Airtable record from new Box file
02
Create Box file for new Formidable Forms form submission
03
Create Box file for new message received in Zoho Mail
04
Create Box folder for new Monday.com item
05
Create Amazon S3 object for new Box file
06
Create Notion database item from new Box file
07
Create Box folder for new Bitrix24 contact
08
Create Clinked file for new Box file
09
Send ManyChat message for new Box file
10
Send Online Live Support message for new Box file
How Integrately Works?
1
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2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + Box Now 
In Just 1 Click!
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Want to automate something else in your workflow?
You Can Also Connect Workbooks CRM or Box With 1400+ Other Apps
Workbooks CRM
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.
Box
Box provides cloud storage, file sharing, and document management with access from any device and easy manageability. You can store, sync and share all your files securely with team members and clients.
