Apollo.io
Box

Apollo.Io and Box Integration

Seamlessly connect Apollo.io’s sales intelligence with Box’s secure content management to accelerate your sales workflow.

Explore Triggers and Actions

New Account Created
Trigger new event when an account is created.
Account Updated
Trigger new event when an account is updated.
New Contact Created
Trigger new event when a contact is created.
Contact Updated
Trigger new event when a contact is updated.
Get Comments
Fetches comments for a file.
Search Content
Searches for files, folders, web links, and shared files across the users content or across the entire enterprise.
Download File
Downloads a file from Box to your workflow's `/tmp` directory.
Upload a File
Uploads a small file to Box.
Upload File Version
Update a file's content.
Create Box Sign Request
Creates a signature request. This involves preparing a document for signing and sending the signature request to signers.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Apollo.Io and Box?

The Apollo.io and Box integration empowers sales teams to effortlessly sync and manage critical sales documents alongside rich prospect data. By combining Apollo.io’s powerful lead generation and engagement platform with Box’s secure cloud storage and collaboration tools, users can streamline content sharing, automate document organization, and enhance team collaboration—all within a unified workflow. This integration ensures your sales collateral, contracts, and customer insights are always accessible, up-to-date, and securely stored, helping you close deals faster and smarter.

Connect
Apollo.io
and
Box
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What benefits does the Apollo.io and Box integration offer?

This integration allows you to seamlessly link your sales intelligence data from Apollo.io with your content stored in Box, enabling faster access to relevant documents, improved collaboration, and automated organization of sales materials.

How do I connect Apollo.io with Box?

Simply navigate to the integrations section in your Apollo.io dashboard, select Box, and follow the authentication prompts to securely link your accounts and start syncing data immediately.

Can I automate document management between Apollo.io and Box?

Yes, the integration supports automation features such as syncing new sales documents to specific Box folders based on deal stages or prospect information, reducing manual effort and keeping your files organized.

Is my data secure when using this integration?

Absolutely. Both Apollo.io and Box prioritize security with enterprise-grade encryption, compliance certifications, and robust access controls to ensure your sales data and documents remain protected at all times.

Does this integration support collaboration across teams?

Yes, by syncing Apollo.io data with Box, teams can easily share, comment, and collaborate on sales documents in real-time, improving communication and accelerating the sales cycle.

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