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  • Pipedrive logoPipedrive logo

Box + Pipedrive Integrations

How to connect Box + Pipedrive

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  • Box triggers, actions, and search
    New Comment
    Triggered when someone comments on a file in a folder you own/collaborate on.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    New Event
    Triggered when a new event is performed (this is the activity stream).
    Trigger
    Scheduled
  • Box triggers, actions, and search
    New File
    Triggered when you add a new file to a folder.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    New Folder
    Triggered when you add a new folder.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    Task Assigned to You
    Triggered when you are assigned a task.
    Trigger
    Scheduled
  • Box triggers, actions, and search
    Add User as Collaborator
    Adds an individual user as a collaborator on a folder.
    Action
    Write
  • Box triggers, actions, and search
    Add Comment to File
    Adds a comment to a file.
    Action
    Write
  • Box triggers, actions, and search
    Upload File
    Copy an already-existing file from another service to Box.
    Action
    Write
  • Box

    Creates a brand new folder at the path you specify.

    Scheduled

    Action

  • Box

    Moves or copies a file from one folder to another.

    Scheduled

    Action

  • Box

    Creates a brand new text (.txt) file from plain text content you specify.

    Scheduled

    Action

  • Box

    Adds a task to a file.

    Scheduled

    Action

  • Box

    Search for a specific file by name.

    Scheduled

    Action

  • Box

    Search for a specific folder by name.

    Scheduled

    Action

  • Pipedrive

    Triggers when a new activity is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an activity matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new deal is created.

    Instant

    Trigger

  • Pipedrive

    Triggers when a deal matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a Lead is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new note is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new organization is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an organization matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a new person is created.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a person matches a Pipedrive filter.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when a deal's stage is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing deal is updated.

    Instant

    Trigger

  • Pipedrive

    Triggers when an existing organization is updated.

    Scheduled

    Trigger

  • Pipedrive

    Triggers when an existing person is updated.

    Scheduled

    Trigger

  • Pipedrive

    Adds a product to a deal.

    Scheduled

    Action

  • Pipedrive

    Creates a new activity.

    Scheduled

    Action

  • Pipedrive

    Creates a new deal.

    Scheduled

    Action

  • Pipedrive

    Uploads a file and attaches it to a deal, person, organization, activity, product or note.

    Scheduled

    Action

  • Pipedrive

    Adds a follower to a deal, organization, person or product.

    Scheduled

    Action

  • Pipedrive

    Creates a new lead.

    Scheduled

    Action

  • Pipedrive

    Creates a new note.

    Scheduled

    Action

  • Pipedrive

    Creates a new organization.

    Scheduled

    Action

  • Pipedrive

    Creates a new person.

    Scheduled

    Action

  • Pipedrive

    Creates a new product.

    Scheduled

    Action

  • Pipedrive

    Updates an existing activity.

    Scheduled

    Action

  • Pipedrive

    Updates an existing deal.

    Scheduled

    Action

  • Pipedrive

    Updates an existing organization.

    Scheduled

    Action

  • Pipedrive

    Updates an existing person.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject.

    Scheduled

    Action

  • Pipedrive

    Finds a deal by name.

    Scheduled

    Action

  • Pipedrive

    Finds an organization.

    Scheduled

    Action

  • Pipedrive

    Finds a person.

    Scheduled

    Action

  • Pipedrive

    Finds a product by name.

    Scheduled

    Action

  • Pipedrive

    Finds a product or products by name, ID, or product code (with line item support).

    Scheduled

    Action

  • Pipedrive

    Finds a user by name, email or ID.

    Scheduled

    Action

  • Pipedrive

    Finds an activity by subject, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a deal by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds an organization by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a person by name, or creates one if none is found.

    Scheduled

    Action

  • Pipedrive

    Finds a product by name, or creates one if none are found.

    Scheduled

    Action

How Box + Pipedrive Integrations Work

  1. Step 1: Authenticate Box and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Pipedrive Tutorials

box logo
box logo

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.
Learn more

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pipedrive logo
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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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