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:
- You must have your unique Box account first.
Connect Box with Pipeliner CRM
You can activate the Box App within the “
Account Settings”.
- Click on the “User” and select “Account Settings” from drop down menu.
- Click on “Apps”.
- Find Box App and click “Activate”.
