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HubSpot + Box Integrations

Templates

Integrations

Create Company

Creates a HubSpot Company

Create Contact

Creates a HubSpot Contact

Create Deal

Creates a HubSpot Deal

Add Note To Company

Adds a note to a HubSpot Company

Add Note to Contact

Adds a note to a HubSpot Contact

Search Deals

Searches HubSpot Deals

Search Companies

Searches HubSpot Companies

Search Contacts

Searches HubSpot Contacts

Update Company

Updates a HubSpot Company

Update Contact

Updates a HubSpot Contact

Upload File

Uploads file to a specific directory in Box

Search Content

Performs a search query in your box drive

Overview

Connect HubSpot to Box in just a few clicks, for free, with Respell. Our platform provides seamless, agentic integration between HubSpot, Box, and numerous other popular SaaS applications. Explore below for example spells using HubSpot and Box, as well as a list of the triggers and actions Respell supports today. Don't hesitate to reach out if we're missing anything you need. Respell is an automation platform that users love for its deep & easy-to-use integrations, AI-powered agentic spells, human-in-the-loop functionality, and powerful workflow essentials. Our spells go beyond simple automation, leveraging AI to create adaptive, intelligent workflows.

HubSpot Triggers

New Contact

New Company

Box Triggers

No Box triggers yet

HubSpot Steps

Add Lead to HubSpot

Prospect from Company

Update CRM Companies

Create Company

Create Contact

Create Deal

Add Note To Company

Add Note to Contact

Search Deals

Search Companies

Search Contacts

Update Company

Update Contact

Box Steps

Upload File

Search Content

Templates

Research and Qualify Inbound Leads

Official Template

This spell triggers when a new HubSpot contact is created. It researches the lead, qualifies them based on certain criteria, then updates the CRM and sends a Slack message if they are qualified.

How it works

  1. Researches the lead based on their name and email. It will attempt to find their current employer, position, and other relevant info for qualification.
  2. Qualifies the lead based on the research report and specific company criteria you enter.
  3. If the lead is qualified, a Slack message is sent (eg. to your sales team).
  4. If the lead is not qualified or unknown, the values are displayed and no action is taken.

Tips

This is only a basic flow, but you can extend it from here! Here are some ideas:

  1. If a lead is qualified, you may want to attach a tag to them in your CRM or draft an email.
  2. If the lead isn't qualified, you may want to draft a personalized welcome email to them.
  3. If you use a different CRM, such as Salesforce, simply update the trigger in the Start step.

Connect HubSpot to your other apps

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