Getting started with the Box integration

Upsales CRM integrates with for cloud document management, the integration allows users to link specific box folders to accounts in Upsales CRM.

Activating box in Upsales CRM

Follow these steps to setup the integration to box

  1. Go to Administration > Manage box settings
  2. Enter your Box account details

Connecting a Box folder to an account in Upsales CRM

  1. Go to the account card
  2. Click the link named "Link folders" in the toolbox in the top-right 
  3. Navigate to the folder you want to add to the account and click the "+"-sign to connect the folder to the account 
  4. Documents from the selected folder(s) will now display under documents on the selected account
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