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Zoho CRM + Box Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Box

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

About Box

Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.

Box Integrations

Best ways to Integrate Zoho CRM + Box

  • Zoho CRM Box

    Zoho CRM + Box

    Add Comment to File in Box when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Box Add Comment to File
  • Zoho CRM Box

    Zoho CRM + Box

    Move Or Copy File in Box when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Box Move Or Copy File
  • Zoho CRM Box

    Zoho CRM + Box

    Add Task to File in Box when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Box Add Task to File
  • Zoho CRM Box

    Zoho CRM + Box

    Create Folder to Box from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Box Create Folder
  • Zoho CRM Box

    Zoho CRM + Box

    Add User as Collaborator in Box when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Box Add User as Collaborator
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zoho CRM + Box in easier way

It's easy to connect Zoho CRM + Box without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Event

    Triggered when a new event is performed (this is the activity stream).

  • New Folder

    Triggered when you add a new folder.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Add Comment to File

    Adds a comment to a file.

  • Add Task to File

    Adds a task to a file.

  • Add User as Collaborator

    Adds an individual user as a collaborator on a folder.

  • Create Folder

    Creates a brand new folder at the path you specify.

  • Move Or Copy File

    Moves or copies a file from one folder to another.

  • Upload File

    Upload a file to specific folder.

How Zoho CRM & Box Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Box as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho CRM to Box.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho CRM and Box

Zoho CRM

Zoho CRM is an online customer relationship management software. It is an integrated platform that helps companies to manage their customers and support their marketing efforts. It offers sales force automation, marketing automation and customer service automation to its customers. It integrates with different applications and other systems to offer a seamless experience to the users.

Box

Box is one of the most popular cloud storage services. It lets you store files and access them anywhere in the world, via the internet. You can easily share your files with others using Box. It charges a nominal monthly fee for accessing your files. You can also create your own account on Box and use it to store your important private data.

Integration of Zoho CRM and Box

Zoho CRM and Box can be integrated to provide a seamless experience to the users. These two platforms are designed to help businesses improve their customer management strategy. They can be used together to help you achieve your business goals. Let’s see how they can work together.

Box is a cloud storage service that allows you to store your important company documents in the cloud. Zoho CRM is an online customer relationship management top that lets you manage all your customer information in one place. These two platforms can be used together to manage your customers’ data. You can store the customer information in Box and use it as an external storage point for your CRM software. This takes away the need to manually enter the customer data into your CRM application every time you want to update it. All you need to do is save the updated information in Box and the updated information will automatically be updated in your CRM application. This process helps you save time and prevents data entry errors because the updated data will be entered by Zoho CRM automatically into its database. This can be helpful if your business has many customers and you often need to update their information in your CRM application.

Benefits of Integration of Zoho CRM and Box

The integration of Zoho CRM and Box provides several benefits to both businesses and end-users. Let’s take a look at some of them:

Businesses can use Zoho CRM and Box integration to improve their customer management process and make it more effective. This integration makes it easy for businesses to save money by reducing data entry errors and improving data accuracy. Businesses can also use these two applications together to improve their marketing campaigns, provide better customer service and improve their sales team productivity. End-users can also benefit from this integration because they can access their important business documents from anywhere in the world, anytime they want to. They can easily cplaborate with other employees on these documents and make changes whenever they want to, without spending a lot of time on data entry errors or communication delays. The integration of Zoho CRM and Box helps end-users work more effectively on business projects and achieve their business goals faster than before.

The process to integrate Zoho CRM and Box may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.