Connect Salesforce and Box integrations
Connect Salesforce and Box to automate data syncing and streamline collaboration, allowing your team to focus on strategic initiatives and optimize workflow efficiency with Make.
Triggers when a bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Adds a shared link to a file
Adds a new shared link to a folder.
Cancels a sign request by its ID.
Copies the selected folder.
Creates a new comment to a file.
Creates a new empty folder within the specified parent folder.
Creates a sign request.
Applies an instance of a metadata template to a file.
Applies an instance of a metadata template to a folder.
Deletes a file or moves it to trash.
Deletes a folder, either permanently or by moving it to trash.
Downloads a file.
Retrieves information about a file.
Retrieves information about a file/folder by a shared link.
Retrieves information about a folder, including the first 100 entries in that folder.
Retrieves a sign request by its ID.
Retrieves a folder metadata by its ID.
Performs an arbitrary authorized API call.
Renames a file.
Renames a folder.
Updates file attributes.
Updates folder attributes.
Creates or Updates Metadata of a File.
Updates folder's metadata.
Uploads a new file.
Retrieves a file metadata by its ID.
Retrieves files, folders, and web links in a folder.
Retrieves all sign requests.
Searches for items that are available to the user or an entire enterprise.
Trusted by thousands of fast-scaling organizations around the globe
Automate your work. Build something new.
Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.
Build your Salesforce and Box integrations.
Salesforce can function as a trigger by automatically syncing customer data changes, which then prompts actions within Box, such as updating or organizing files. This integration allows Salesforce to initiate processes that transfer necessary information to Box, improving collaboration and efficiency. By using Make to connect these platforms, redundant tasks are reduced, and data entry is automated, freeing the team to focus on strategic initiatives. With this setup, organizations can maintain connectivity and optimize their workflows between Salesforce and Box.
Adds a shared link to a file
Adds a new shared link to a folder.
Cancels a sign request by its ID.
Completes or aborts a job.
Copies the selected folder.
Applies an instance of a metadata template to a file.
Applies an instance of a metadata template to a folder.
Creates a new comment to a file.
Creates a new empty folder within the specified parent folder.
Connect any app with Salesforce and Box
Popular Salesforce and Box workflows.
Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->List and update Salesforce records automatically
Automatically list and update Salesforce records with this template. Streamline your Salesforce data management by listing records and updating them effortlessly.
TRY IT ->Add new Facebook Lead Ads leads to Salesforce as responsible records
Effortlessly manage your leads with this powerful template that connects Facebook Lead Ads and Salesforce. Every time a new lead is generated through your Facebook Lead Ads, Make will automatically create a corresponding record in Salesforce. This seamless integration ensures that you never miss a potential customer and can efficiently track and nurture your leads in your Salesforce CRM. Streamline your lead management process and enhance your sales strategy today.
TRY IT ->Create a responsible record in Salesforce from a custom webhook
Streamline your lead management process by integrating custom webhooks with Salesforce. This template allows you to automatically create a responsible record in Salesforce every time a custom webhook is triggered. Enhance your data collection and ensure that every lead is promptly recorded, improving your team's efficiency and response time. Perfect for businesses looking to automate their workflows and maintain accurate records in Salesforce.
TRY IT ->Enrich company data with ChatGPT, create Salesforce leads, and notify via Slack
Automatically enhance company information using ChatGPT, seamlessly generate leads in Salesforce, and receive instant notifications via Slack. Improve business communication and efficiency by keeping your team updated with real-time lead information.
TRY IT ->Enrich lead's company data, create leads in Salesforce and send Slack notifications
Optimize your lead generation process by enriching company data, integrating with Salesforce, and sending Slack messages for improved communication and business growth.
TRY IT ->Sync Typeform leads to Salesforce for randomized location-based sales rep assignment
Streamline your lead management process by automatically syncing new Typeforms leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise.
TRY IT ->Sync Facebook leads to Salesforce for randomized location-based sales rep assignment
Streamline your lead management process by automatically syncing new Facebook leads to Salesforce. This template enhances distribution fairness by randomly assigning each lead to a sales representative based on their geographic location. Ideal for teams with multiple reps per region, it ensures an equitable workload distribution and maximizes conversion opportunities by promptly engaging leads with the right local expertise. Easily integrate Facebook Leads Ads to Salesforce to capture leads, find the team of reps in the lead's location and randomly assign a rep to the lead ensuring even distribution across your team for maximum conversion.
TRY IT ->
How to setup Salesforce and Box in 5 easy steps
Start your journey with Make login
First, log in to your Make account to kick off the process of linking applications.
Incorporate Salesforce
Introduce Salesforce to your project by adding it as a module within Make.
Connect to Salesforce
Set up a connection with Salesforce by choosing the 'Create a connection' option.
Include Box in your plan
Similarly, add Box as a module in your Make scenario to establish a connection.
Link up with Box
Create a link to Box by selecting 'Create a connection' and confirm all necessary details.
Discover the benefits of integrating Salesforce and Box for automation
Learn how integrating Salesforce and Box through Make can optimize workflows, automate document storage, ensure data sync, enhance collaboration, and improve access control, offering a streamlined experience for your team.
Easily automate the storage of Salesforce documents in Box to keep files organized.
Ensure consistent data between Salesforce and Box with automatic synchronization.
Facilitate better team collaboration by integrating Salesforce data with Box's file-sharing capabilities.
Improve efficiency by automating repetitive tasks between Salesforce and Box through Make.
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 500,000+ Makers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."