How To: Securely collect client files without a portal

[CEustace]

Hi all! 

I wanted to share with you one of the abilities of Box Connector - the ability to securely receive files from your client without the need to set up a complicated authenticated portal.

The BEST way to see how it works is by trying this interactive demo:
https://sparkgrid.storylane.io/share/vxto60jmi845

We just published a detailed guide on how to use HubSpot + Box File Requests to completely streamline client document collection: https://sparkgridsoftware.com/2025/06/06/ditch-the-secure-portal-how-hubspot-box-file-requests-strea...

The key benefit? Your clients can upload documents directly to your Box folders through a simple link - no login required, no portal setup, no friction. The files land exactly where you need them, and the whole process can be tracked right inside HubSpot.

If you've ever dealt with the headache of getting clients to navigate secure portals just to send you a few documents, this workflow is a game-changer. Check out the article for the full step-by-step setup.

Would love to hear if anyone else has implemented something similar or has questions about the setup!

[Jaycee_Lewis]

Hey, @CEustace 👋 Thanks for sharing. — Jaycee