Best answer

Zapier to Box and HubSpot set up

  • 16 June 2020
  • 1 reply
  • 52 views

Hi, 

I’m new to Zapier and sent an email to support but hoping to receive more detailed answers here. I’m desperate!

I am testing a zap. The end result is the following:

  1. Create a folder in Box for each new client - generates a unique URL
  2. Unique URL saves to HubSpot company record - custom field (property) named Box Link
  3. Use Zapier to connect all of this. (required for Box users)

The reason for this is when our sales reps are working with clients they have to currently manually add the unique URL to the HubSpot custom field named Box Link. This would allow to auto-populate once the client folder is created in Box. I’ve attempted myself but i’m falling short in the step attached. 

Thank you so much!!!!

Zapier_Box_HubSpot Issue Video

 

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Best answer by David Mercer 17 June 2020, 21:21

@tlrdiva The second step you need the HubSpot Company ID, not the value from Box (yet).  To get this, add a step between step 1 and 2.  This step is the HubSpot Find Company (Finds a company by searching) search.  The output of this will provide the Company ID need in the Hubspot Update Company.

David

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@tlrdiva The second step you need the HubSpot Company ID, not the value from Box (yet).  To get this, add a step between step 1 and 2.  This step is the HubSpot Find Company (Finds a company by searching) search.  The output of this will provide the Company ID need in the Hubspot Update Company.

David