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Box + Pipedrive

Box + Pipedrive

Box + Pipedrive integrations

Create folders in Box for new deals in Pipedrive

Streamline your sales process by organizing documents efficiently with this workflow. When a new deal is added in Pipedrive, a corresponding folder will be created in Box, ensuring all relevant paperwork has a designated space. This automation saves time and reduces the risk of misplaced documents, making it easier to manage and track the progress of your sales deals.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this!
    Create Folder
    Create Folder
    Create FolderTriggers when you add a new folder.
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More things you can do with Pipedrive and Box

Discover other triggers and actions you can use with Pipedrive and Box

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
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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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Related Zap Templates

  • Create folders in Box for new organizations in Pipedrive

 

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