Box CRM Integration | Nutshell | Try Free for 14 Days
Integrate Box With Nutshell
Quickly attach your sales documents.
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Box provides businesses file sharing and content management. With this integration, you can easily attach any document stored in Box to a Nutshell lead, company, or person.
Benefits
Get organized: Centralize your sales documents and access them from any device.
Requirements
You need a Nutshell account and you must have a Box account (starts at $5 per user, per month).
How to get started
This integration is powered by Zapier – set it up with your Zapier account.
There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.
Frequently asked questions
What types of documents can I attach through the Box-Nutshell integration?
You can attach virtually any file type Box supports—including PDFs, Word docs, Excel spreadsheets, PowerPoints, images, contracts, proposals, and more. Box handles hundreds of file formats, so attach whatever documents matter most to your sales process.
Do I need a specific Nutshell plan to use the Box integration?
No. The Box integration is available with all Nutshell plans—Foundation, Growth, Pro, Business, and Enterprise. All our users have access to Box and other Zapier integrations at no additional cost, regardless of your plan level.
How secure are documents attached through the Box-Nutshell integration?
Security is strong on both ends. Nutshell uses bank-grade 256-bit TLS 1.2 encryption for all data, and Box provides enterprise-grade security with encryption, access controls, and audit trails. Your documents stay protected and compliant.
Can multiple team members collaborate on documents attached in Nutshell?
Yes. Team members can access documents attached to Nutshell records based on their permissions. However, real-time collaborative editing typically happens within Box itself. Changes sync back to Nutshell, keeping your team aligned.
What other document management tools integrate with Nutshell besides Box?
Nutshell integrates with Dropbox, Formstack Documents, DocuSign, PandaDoc, and more. You’ll find these through Nutshell’s App Marketplace, Zapier, or direct integrations. Explore our integrations page to discover all available document management options.