Learn how to integrate Fresh with Box using Clone Link effectively. Follow our detailed tutorial for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below


Creating a Workflow with Fresh and Box

To begin integrating Fresh with Box, start by creating a workflow. This workflow will automate the process of creating new contacts in Fresh whenever a new form is submitted. First, navigate to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button.

In the dialog box, name your workflow something like ‘Create Fresh Contacts on Box Submission’ and select your desired folder. After naming your workflow, click the ‘Create’ button to proceed. This establishes the groundwork for the integration.


Setting Up the Trigger in Fresh

Next, set up the trigger for your workflow using Fresh. In Pabbly Connect, select your trigger application as Fresh and the trigger event as ‘New Response’. This allows the workflow to be activated upon receiving a new response from the Box integration.

After selecting the trigger, you will receive a webhook URL. This URL needs to be added to your Box form settings. Follow these steps to do so:

  • Log in to your Box account.
  • Select the form you wish to integrate.
  • Navigate to the settings and find the integrations section.
  • Add the webhook URL and complete the integration.

Once the webhook is set up, return to Pabbly Connect and perform a test submission to ensure that the integration is correctly capturing responses.


Mapping Data from Box to Fresh

After successfully capturing the test response, it’s time to map the data from Box to Fresh. Select the action application as Fresh and choose the action event as ‘Create Contact’. This step is crucial as it allows you to automatically create a new contact in Fresh based on the data received from Box.

To connect your Fresh account, click on ‘Connect’ and choose to add a new connection. You will be prompted to enter your Fresh API key and account password. Follow these steps:

  • Log in to your Fresh account and go to profile settings.
  • Locate your API key and copy it.
  • Paste the API key into Pabbly Connect.
  • Enter your Fresh subdomain and save the connection.

Once the connection is established, you can map the fields such as full name, email, and phone number directly from the Box response.


Testing the Integration

With the mapping complete, it’s essential to test the integration to ensure everything functions as expected. Submit a new form in Box with sample data. For example, enter a first name, last name, email, and phone number.

After submitting the form, check your Fresh account to confirm that the new contact has been created successfully. You should see the details matching the data you entered in Box. This test validates that the connection between Fresh and Box is working seamlessly.


Conclusion

In this tutorial, we explored how to integrate Fresh with Box using Clone Link. By following the steps outlined, you can automate the creation of contacts in Fresh based on submissions from Box, enhancing your workflow efficiency.

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This integration allows for real-time updates and ensures that your contact list remains current and accurate. Start automating your processes today with Fresh, Box, and Clone Link!