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  • Pipedrive logoPipedrive logo

Box + Pipedrive

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.

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...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    BoxBox
    Create Folder

    Triggers when you add a new folder.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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box logo

About Box

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

Related categories

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pipedrive logo

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.