New files in Box — Updating leads in Pipedrive

The scenario catches new files in Box and updates leads in Pipedrive. Runs on its own, no manual copying.

  • Every file from Box is marked in the client's card in Pipedrive.
  • Clients aren't re-asked for what they already sent.
  • You see which documents you have and which are pending.
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How it works

To pass leads from Box to Pipedrive automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Microsoft One Drive
  2. Then: Pipedrive

You can launch this Box + Pipedrive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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