The following steps are required to set up the Box integration. Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally, administrative access is required in order to access API keys and other credentials/settings in configuring this integration.
Part 1: Form Creation
The form is used to initiate the process of sending files into Box. Below are instructions on how to create a form.
You can create forms within the SalesRabbit web app by clicking on Settings > Form Builder.
(To learn more about creating forms, see: Creating Forms | Article Walkthrough)
1. Create a New Form. Import the following Lead fields. (Example 1)
| Field Name | Field Key | Field Type | Required/Optional | Description |
| First Name | firstName | Lead Field - First Name | Required* |
First Name of customer
|
| Last Name | lastName | Lead Field - Last Name | Required* |
Last Name of customer
|
| File Prefix | filePrefix | Lead Field - Text or Lead Field - Dropdown | Required* |
Whatever is typed in this field will show at the beginning of the file name in Box, this can help you manage/ organize files better
|
These fields will be used to construct the file name: i.e. "FilePrefix_FirstNameLastName_DateTimeStamp.pdf"
2. Turn on Custom Form Responses (Example 2)
3. Click the “Publish” Button.
Example 1:
Example 2:
Part 3: Configure Box Integration
- Navigate to the Marketplace under "Integrations". (Must have admin access)
- Select the Box Integration Card
- Navigate to the "Configuration" tab and click "Enable"
- Select the form you created
-
Connect your Box account
- In another tab > Navigate to Box and click into the folder you'd like files to be uploaded to. The URL should look something like, "https://app.box.com/folder/12digitnumberhere". Copy and paste the long number at the end of the URL and paste it in the Folder ID field.
- Click "Finish"
Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively. Additionally, if the integration is currently live you should see an "enabled" indicator on the integration.
Your Box integration should now be live and allow you to upload files to Box through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.