The Box for Sell app integrates Box's document management platform with Zendesk Sell, allowing sales teams to create, share, and manage deal-related files directly from deal cards. Users can reference past documents throughout the sales cycle and sync files to Zendesk Sell without requiring full platform access, enabling better document collaboration across sales organizations.
Vendor Description
Box is a document management platform and file sharing service that improves collaboration in your organization.
With Box App for Zendesk Sell, sales teams can manage and track documents throughout various stages of a sales cycle.
- Create and share Box folders directly from deal cards in Zendesk Sell.
- Easily reference past files or documents related to deals.
- Employees who don't have access to Zendesk Sell can sync documents to deal cards in Sell using Box. Learn about Box here.
By enabling this app, You agree to the Built by Zendesk Terms of Use.
Installation
How to install
You need administrator permissions in both Box and Zendesk Sell to set up the integration.
- Click the Install button to set up the Box for Sell widget in your Zendesk Sell account.
- Follow the instructions on the screen and click the Sign in with Box for Sell link.
- Authorize the external service to let us communicate with it on your behalf.
- After you get back to the app settings page, click the Install button.
- You installed the app. Nice! Navigate to the Layouts settings page to change the app widget location.
Similar Apps
Advanced Search
Zendesk
Create complex search queries on tickets, users, and organizations
Attachments Plus
Lotus Themes
Displays all attachments and links of the ticket
Ticket PDF Download
Nusive
This application allows the user to download tickets as PDF.
PandaDoc
PandaDoc Inc.
Create, send, and track documents - directly within Zendesk.
Editor Help Center Search
Andrew Schreiner
Add help center search directly to your editor to quickly find and insert links.
Google My Business
Pluscloud
Integrate and reply to Google Maps Reviews and Questions & Answers on your Google My Business locations
