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Zapier makes it easy to integrate Box with Salesforce - no code necessary. See how you can get setup in minutes.
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Box
Box
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Box
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Comment" from Box.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Box and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Box and Salesforce with AI agents and code
Beyond Zap workflows. Call Box and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Box and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Metadata to File
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Box and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Box to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Box + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Box and Salesforce
How do I integrate Box with Salesforce?
To integrate Box with Salesforce, use our platform's automation capabilities by selecting Box as your trigger or action app. You can start the process by choosing a specific event in Box that will trigger an action in Salesforce or vice versa.
What actions can be automated between Box and Salesforce?
You can automate several actions such as creating new folders in Box when a new record is created in Salesforce, updating files when data changes, or logging activities from Box into your Salesforce account.
Can I use custom fields from Salesforce in my Box automation?
Absolutely. When setting up an integration, we allow you to map custom fields from your Salesforce account to ensure that all pertinent information is included and managed within your Box triggers or actions.
Do you support real-time updates for integrations between Box and Salesforce?
Our platform supports near real-time updates. While we strive for instantaneous processing, some triggers or actions may have minor delays depending on the systems' current load.
What are the prerequisites for connecting my Salesforce and Box accounts?
Before you start integrating, make sure both your Salesforce and Box accounts are active and you have appropriate admin permissions to authorize changes. API access must be enabled as well.
Will I need technical skills to set up the integration between these platforms?
No special technical skills are required. We provide a user-friendly interface that guides you through setting up triggers and actions easily, even if you're not technically inclined.
How secure is the data transfer between Box and Salesforce via your service?
We prioritize security by ensuring that data transferred using our platform is encrypted both at rest and in transit, adhering to industry best practices for safeguarding information between applications.
About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
