Box Integration Salesforce Zendesk

Integrate Box with your CRM

Does your customer service team need to create, reference or update documents in Box during their customer support process? Assuming your customer support team uses Salesforce, Zendesk, Fresh or Zoho – wouldn’t it be nice if they didn’t have to leave their ticket or case screen every time they need to do something in Box? FlowEQ makes it easy to integrate Box with Salesforce, Zendesk, Fresh and Zoho and also automate the data and actions that need to happen in the course of a customer support call.

How do we do this? FlowEQ’s workflow automation platform embeds within your current CRM system and streamlines every step of the support process so your agents never have to open Box or any other application. By connecting Box and your CRM system you can help your agents work faster and ensure your customer support procedures are followed correctly every time.

Our Box CRM integration lets you:

  • Get through cases and tickets faster by enabling agents to search Box records for information needed to handle customer support cases all from within your existing CRM screens
  • Accurately track product quality issues by automatically attaching cases or tickets to an Box base of known product issues
  • Automatically track and analyze important areas of your customer support process by auto-adding new records to any Box based on actions taken by your agents in your CRM system
  • Increase accuracy by ensuring your Box data is always in sync with your CRM
  • Provide great customer service by speeding up your customer support processes and empowering agents to resolve issues on the first call
  • Ensure SOPs are followed 100% with error-proof workflows that eliminate errors and ensure all data is always captured correctly in both your CRM and Box
  • Onboard new agents faster with interactive decision trees right inside Salesforce or Zendesk that get them up to speed in hours instead of days

FlowEQ saves customers time and money everyday


Support tickets accelerated


Faster customer resolution




Faster agent

FlowEQ Process Acceleration Platform

FlowEQ orchestrates data and automates steps behind the scenes while accelerating your employees through error-proof workflows. The FlowEQ Process Acceleration Platform is a no-code workflow automation software solution that helps you build interactive decision trees, ensure high-stake processes are followed every time, and measure and drive insights for constant improvement.

Pre-integrated with all the other systems customer service teams need to interact with

FlowEQ is an absolute miracle for a business like ours with complex troubleshooting workflows. I wish I had access to it in all of my previous businesses.

John Doe, CEO
Acme Inc.

Ready to speed up your team’s recurring work? 

What can a Box integration with Salesforce or Zendesk do for my company?
What should teams look for when evaluating Box integrations with Salesforce or Zendesk?