Salesloft
Box

Salesloft and Box Integration

Seamlessly connect Salesloft and Box to streamline your sales workflow and document management.

Explore Triggers and Actions

Cadence Updated (Instant)
Trigger new event when a cadence is updated in Salesloft.
New Person (Instant)
Trigger new event when a person is created in Salesloft.
New Email Activity (Instant)
Trigger new event when an email is updated in Salesloft.
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.

Popular App Usecases

No usecase found. Try searching again.

What can Ayudo do with Salesloft and Box?

The Salesloft and Box integration empowers sales teams to effortlessly access, share, and manage critical documents directly within their sales cadence. By combining Salesloft’s powerful engagement platform with Box’s secure cloud content management, users can enhance productivity, improve collaboration, and accelerate deal cycles without switching between apps.

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

Frequently asked questions

How does the Salesloft and Box integration improve my sales workflow?

This integration allows you to access and share Box-stored documents directly within Salesloft, reducing the need to toggle between platforms. It streamlines document management, enabling faster content delivery and better tracking within your sales cadences.

Can I attach Box files to emails and calls in Salesloft?

Yes, you can easily attach files stored in Box to your emails and call notes within Salesloft, ensuring your prospects receive the most relevant and up-to-date materials.

Is my data secure when using the Salesloft and Box integration?

Absolutely. Both Salesloft and Box prioritize security with enterprise-grade encryption and compliance standards, ensuring your documents and sales data remain protected at all times.

Do I need technical expertise to set up the integration?

No technical expertise is required. The integration can be set up quickly through a simple authorization process within Salesloft, connecting your Box account in just a few clicks.

Will this integration help improve team collaboration?

Yes, by centralizing document access and sharing within Salesloft, your sales team can collaborate more effectively, ensuring everyone has the latest content and insights to engage prospects confidently.

Built by folks who built