Installation Steps

Step One

Go to the marketplace and install the Box File Uploader for Zoho CRM. You will see a page like this: Just agree to the terms of service and authorize the extension to process the required data

Step Two

After click on install you will see a page like this just click on the Authorize button as mention below:

After installation, the Box Upload section will appear under the related list inside the record.

Step Three

  • After installation, go to Settings > Extensions > Box.

  • Click on Connect to Box and log in to your Box account.

  • Grant necessary permissions to allow integration.

  • Navigate to a module (e.g., Deals, Contacts, or Leads) in Zoho CRM.

  • Click on More Actions (three dots) > Related List.

  • Enable Box Files to display uploaded documents.

How to Use

Upload Files to Box

  1. Open any record in a supported module (e.g., Leads, Deals, or Contacts).

  2. Navigate to the Box Files related list.

  • View Box Files in Zoho CRM

    1. Open a CRM record where Box is enabled.

    2. Go to the Box Files related list.

    3. Click on any file to preview or download it directly from Box .

    Delete Files from Box

    1. Open a CRM record and go to Box Files.

    2. Select the file you wish to delete.

    3. Click Delete, and it will be removed from both Zoho CRM and Box.

  • Customer Support

    Email: support@dsvcorp.com.au

    Website: www.fristinetech.com

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