Box and Salesforce integration

Q: Why is Albato the best alternative to Zapier for integrating Box and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Box and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Box and Salesforce, Albato is the way to go!

Salesforce and Box integration provides businesses with a powerful combination of cloud storage and CRM capabilities. With the integration, users can securely store and access their documents directly from Salesforce while maintaining permissions and version control. The integration also enables easy access to documents from multiple devices, making it easier to collaborate and manage customer data.

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How Albato works

With Albato, you can easily integrate Salesforce with Box using an intuitive no-code builder. Whether you want to sync Salesforce with Box or connect Salesforce to Box, our platform makes it simple.

How to Connect Box to Salesforce

Create powerful Box integration with Salesforce in just a few simple steps.

STEP 1

Connect Box to Salesforce

To connect Salesforce to Box, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Box with Salesforce with just a few clicks!

Box

Select a Trigger

STEP 2

Create workflow for Salesforce and Box integration

Decide what happens when you sync Box with Salesforce—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Box with Salesforce data

Select which data to transfer when you integrate Salesforce with Box—customize how your apps exchange information.

Synс data

Integrate Box with Salesforce now!

Start FREE 7-day trial to connect Salesforce to Box and unlock all premium features!

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Triggers and actions for Salesforce and Box integration

In Box and Salesforce integration triggers start workflows when something happens, while actions make changes in response.

Triggers 9

File Upload (Beta)

Triggers

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File Download (Beta)

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Update record

Triggers

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Delete record

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Actions 31

Create Folder (Method of creating a folder in the root folder of the Box account)

Actions

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Create Comment

Actions

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Create a record

Actions

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Update a record

Actions

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Make your integration smarter with AI

Enhance your Salesforce and Box integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

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Connect Box to Salesforce to link essential parts of your business

When you connect Box to Salesforce, you can automate processes for any business size or industry. Here's how different companies integrate Box with Salesforce using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Salesforce integration with Box

Box

Box, with its powerful API, offers expansive integration capabilities, allowing you to connect and automate your workflows with over 600 applications via Albato. This integration not only streamlines your processes but also enhances collaboration and productivity by linking Box with essential applications like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, Quickbooks Online, Typeform, Hubspot, Shopify, and Squarespace. Through these integrations, Box enables a variety of actions to be automated, such as creating comments on documents for team feedback, establishing new folders for project organization directly in the root folder of your Box account, and adding users to groups for improved collaboration.

Salesforce

Leverage Albato to integrate Salesforce with over 600 popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Learn how to connect Salesforce to Box

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Frequently asked questions about Box and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating Box and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Box and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Box and Salesforce, Albato is the way to go!

Does Box integrate with Salesforce on the free plan?

Yes, you can integrate Box with Salesforce using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesforce and Box integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Box Salesforce integration at no cost.

How to connect Salesforce to Box for scheduled syncs?

To sync Salesforce with Box on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Box integration with Salesforce seamless and tailored to your specific needs.

Does Box integrate with Salesforce in real time?

Yes, Box integrates with Salesforce in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Box integration with Salesforce instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Box and Salesforce integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesforce integration with Box, ensuring your workflows operate according to your requirements.

How to connect Box to Salesforce?

Setting up an integration between Box and Salesforce on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Box and Salesforce from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Box (the trigger) that will cause an action in Salesforce, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Box and Salesforce, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Box and Salesforce, automating your workflows and saving you time.

How to connect Box to Salesforce to sync historical data?

To sync Box with Salesforce and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesforce integration with Box, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Salesforce to Box for two-way synchronization?

To integrate Salesforce with Box for two-way synchronization, Albato uses a system of triggers and actions. You can link Box to Salesforce by setting up two separate automations. The first automation sent data from Box to Salesforce. For instance, when a record is created or updated in Box, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating Box when changes occur in Salesforce.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesforce Box integration and keeps your data consistent across both platforms.

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Box and Salesforce integration

Trusted by over 110,000 users

How Albato works

How to Connect Box to Salesforce

Connect Box to Salesforce

Create workflow for Salesforce and Box integration

Sync Box with Salesforce data

Integrate Box with Salesforce now!

Triggers and actions for Salesforce and Box integration

File Upload (Beta)

File Download (Beta)

Update record

Delete record

Create Folder (Method of creating a folder in the root folder of the Box account)

Create Comment

Create a record

Update a record

Make your integration smarter with AI

Start with Box and Salesforce integration templates!

Integrate Salesforce with Box to harness the power of automation!

Connect Box to Salesforce to link essential parts of your business

Never miss a lead or deal again!

Salesforce integration with Box

Box

Salesforce

Learn how to connect Salesforce to Box

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Frequently asked questions about Box and Salesforce Integration

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