Create client folder and document in Box from HubSpot deal stage update

Create organized client folders and information documents in Box when a deal stage updates in HubSpot. This ensures all relevant client details are accessible, improving your onboarding process and client management.

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Overview

Create organized client folders and information documents in Box when a deal stage updates in HubSpot. This ensures all relevant client details are accessible, improving your onboarding process and client management.

Create client folder and document in Box from HubSpot deal stage update