Articles on: Cloud integrations

How to integrate Collect with Box

By linking your Box account to Collect, you can automatically route submitted documents from your campaigns into a structured Box folder system—ideal for secure storage, team access, and long-term archiving.


Step 1: Connect your Box account

  • Click your profile icon in the top-right corner.
  • Select Settings from the dropdown.
  • Go to the Integrations tab.
  • Find Box in the list and click Connect to Box.
  • Follow the authorization steps to link your account.


After this step, your Box account is connected—but documents won’t sync until you activate it per campaign.


Step 2: Enable syncing within a campaign

To start syncing documents to Box, you need to activate the cloud sync feature in each campaign.
📘 For the complete setup guide, visit: How to sync your documents to your cloud storage


Summary

Box integration with Collect helps you streamline document storage by syncing campaign files directly to your chosen folders in Box. Combined with naming rules and smart timing, your workflow becomes simpler and more reliable.


Looking for other cloud options? Explore:
Google Drive
Dropbox
Microsoft OneDrive
Microsoft SharePoint

Updated on: 01/07/2025

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