Box automations — Sales & Leads

Ready-made scenarios where Box works for you (sales & leads): pick one — a copy appears in your account and runs on its own.

43 scenarios

Facebook Lead Ads leads become cards in Box
Files from your form are filed into Box
New event in Eventbrite — a campaign in Box
Push Salesforce leads into Box audiences
Deal updates in Box flow to Google Ads
New Box deal — instant Slack alert
Bookings become CRM tasks
CRM changes announced in your messenger
Contacts from Amo Crm into Box audiences
Box deals reported to Google Ads as conversions
New Amo Crm contacts — into Box audiences
A proposal right after the call — automatically
Personalized quotes — delivered as PDF at once
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
A proposal from a form lead — as a ready document and email
Application processing and agent assignment — on autopilot
Sales proposals from a form — with the value already calculated
A proposal and payment link right after the meeting
A personalized sales proposal from a table row, ready and sent
A proposal from bullet points — in your template
A proposal from a table row — as a finished document
Contacts from business cards into a spreadsheet — by photo
Client onboarding from a single form: folder, contact, channel, tasks
New client onboarding — folder, tasks, channel, and email in a minute
A client proposal — assembled for you
A card photo becomes a contact in your sheet
Screening leads by criteria — with a reply to each
Expert lead-magnet articles: a topic in, a finished document out
End-to-end client onboarding from one form
Personalized job proposals — with a document and a diagram
Invoices from a folder — straight into CRM deals
Client onboarding from a single form: project, tasks, contract, channel
A chat assistant for your online store — picks and answers
A sales agent in chat: finds the product, answers questions, sends the payment link
Lead qualification and client document collection — automated
Sales proposals tailored to each client — on their own
Automated cold outreach — with research on every lead
Cold outreach with email checks and anti-spam pacing
Kick off a client project the moment they pay
A full company analysis from one link — a report to your inbox
Agency client onboarding — folders, brief, and welcome email from one form
A sales assistant across every messenger