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Integrate Box with Workbooks CRM

Integrate Box with Workbooks CRM

Business

Box.net provides free cloud storage and file sharing services that enables you to securely share and access files online.

Workbooks offers a script within the Script Library to integrate with Box and display files and folders specific to a record in Workbooks on an iFrame tab. This means that you can display every folder and document that is stored in your Box service that relates to a particular sales lead or existing client instead of having to switch between multiple screens.