Connect Box and Salesforce to unlock the power of automation

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Set up your first integration

Quickly connect Box to Salesforce with a Zapier template.

Our most popular template

Upload new Salesforce records as files in Box
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Salesforce + Box
Move and copy files in Box when fields on Salesforce records are updated
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Salesforce + Box
Create Salesforce records from new Box files
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Box + Salesforce
Create Box folders from new Salesforce records
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Salesforce + Box

Upload new Salesforce records as files in Box

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Salesforce + Box

Move and copy files in Box when fields on Salesforce records are updated

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Salesforce + Box

Create Salesforce records from new Box files

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Box + Salesforce

Create Box folders from new Salesforce records

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Salesforce + Box

How Zapier works

Zapier makes it easy to integrate Box with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Box

A trigger is an event that starts your Zap and runs the workflow. For example, with Box, a trigger could be "New Comment."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Box to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Box to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Box + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Box and Salesforce

How do I integrate Box with Salesforce?

To integrate Box with Salesforce, use our platform's automation capabilities by selecting Box as your trigger or action app. You can start the process by choosing a specific event in Box that will trigger an action in Salesforce or vice versa.

What actions can be automated between Box and Salesforce?

You can automate several actions such as creating new folders in Box when a new record is created in Salesforce, updating files when data changes, or logging activities from Box into your Salesforce account.

Can I use custom fields from Salesforce in my Box automation?

Absolutely. When setting up an integration, we allow you to map custom fields from your Salesforce account to ensure that all pertinent information is included and managed within your Box triggers or actions.

Do you support real-time updates for integrations between Box and Salesforce?

Our platform supports near real-time updates. While we strive for instantaneous processing, some triggers or actions may have minor delays depending on the systems' current load.

What are the prerequisites for connecting my Salesforce and Box accounts?

Before you start integrating, make sure both your Salesforce and Box accounts are active and you have appropriate admin permissions to authorize changes. API access must be enabled as well.

Will I need technical skills to set up the integration between these platforms?

No special technical skills are required. We provide a user-friendly interface that guides you through setting up triggers and actions easily, even if you're not technically inclined.

How secure is the data transfer between Box and Salesforce via your service?

We prioritize security by ensuring that data transferred using our platform is encrypted both at rest and in transit, adhering to industry best practices for safeguarding information between applications.

Connect Box and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Comment
Triggers when someone comments on a file in a folder you own/collaborate on.
Trigger
Scheduled
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- Folder
  Required
- Share
Trigger
Scheduled
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Task Assigned to You
Triggered when you are assigned a task.
Trigger
Scheduled
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- File_id
  Required
- Message
  Required
Action
Write
- Folder
  Required
- Name
Action
Write

- Folder
  Required
- Name
- File
  Required
- Share
Action
Write
- Name
- Folder
  Required
- File_extensions
Action
Search

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Event
Triggers when a new event is performed (this is the activity stream).
Trigger
Scheduled
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- Folder
  Required
Trigger
Scheduled
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- Email
  Required
- Folder
  Required
- Role
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
- Share
Action
Write
- File_id
  Required
- Folder
  Required
- Action to Perform
Action
Write
- File_id
  Required
- Message
  Required
- Due_at
- Assign_to
Action
Write
- Name
- Folder
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write