Connect Box to Pipeliner CRM

Box for Pipeliner CRM lets you attach Box files directly into a specific sales step for any of your opportunities to effective organize sales documents according to your sales process and attach your files with just a few clicks to any lead, opportunity, contact or account in Pipeliner CRM.

Integration Check List:

  1. You must have your unique Box account first.

Connect Box with Pipeliner CRM

You can activate the Box App within the “Account Settings”.
  1. Click on the “User” and select “Account Settings” from drop down menu.
  2. Click on “Apps”.
  3. Find Box App and click “Activate”.
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