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Zoho CRM + Databox Integrations

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

  • 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 Databox

Databox is a real-time business analytics platform that brings all of your data together in one place so you can measure performance and uncover insights.

Databox Integrations

Best ways to Integrate Zoho CRM + Databox

  • Zoho CRM Databox

    Zoho CRM + Databox

    Push Custom Data in databox when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Databox Push Custom Data
  • Zoho CRM Databox

    Zoho CRM + Databox

    Increase Counter in databox when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Databox Increase Counter
  • Zoho CRM Databox

    Zoho CRM + Databox

    Push Custom Data in databox when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Databox Push Custom Data
  • Zoho CRM Databox

    Zoho CRM + Databox

    Increase Counter in databox when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Databox Increase Counter
  • Zoho CRM Databox

    Zoho CRM + Databox

    Push Custom Data in databox when New or Updated Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New or Updated Contact
     
    Then do this...
    Databox Push Custom Data
  • 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 + Databox in easier way

It's easy to connect Zoho CRM + Databox 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.

    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.)

  • Increase Counter

    Increment a specified metric by 1 every time this action happens.

  • Push Custom Data

    Push any custom data to Databox.

How Zoho CRM & Databox 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 Databox 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 Databox.

    (2 minutes)

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

Integration of Zoho CRM and Databox

  • Zoho CRM?
  • Zoho CRM is a cloud-based customer relationship management (CRM. top that is developed and maintained by Zoho Corporation. The top is available on the cloud as a software as a service (SaaS. application which means it can be accessed from anywhere without any hardware or software installation. It enables businesses to perform all their customer-related activities from a single platform. This includes managing leads, contacts, accounts, opportunities, etc. In addition, it offers features such as lead scoring, lead generation, marketing automation, and more.

  • Databox?
  • Databox is a cloud-based business intelligence top that helps businesses accelerate data-driven decisions by leveraging big data analytics. With its bi-directional integration with Google Analytics, it provides a wide range of data visualization tops. You can generate customized real-time insights from your data for increased business efficiency.

  • Integration of Zoho CRM and Databox
  • Both these tops can be integrated to enable bi-directional data transfer between the two systems. This integration enables you to send your CRM data to Databox and then allow you to use the visualizations generated from the CRM data in your CRM software.

    The integration consists of three steps:

    • Linking CRM and Databox accounts – A CRM user will need a Databox account to visualize data from other sources like Google Analytics, Salesforce, Facebook Ads, Shopify, Drip, etc. To create an account, simply click here. Then, link your Zoho CRM account with your Databox account.
    • Creating dashboards – As soon as your accounts are linked, you will be able to import your customer data into Databox using the dashboard wizard. This wizard will guide you through the dashboard creation process step by step.
    • Creating reports – To create reports, you should use the report builder wizard in Databox. Here, you will be able to choose the type of visualizations you want to use for your report creation process. There are four types of visuals that can be used for your report creation process. charts, tables, maps, and widgets. Within these visuals, you can use multiple detailed metrics to build your report. You can also include images in your report by using existing ones or importing new ones. For example, if you want to create a sales report using sales data from Zoho CRM, you should select “Charts” as the visualization type. Then, you should use sales values for each sales report cpumn to create sales charts for each salesperson in your company or client organization. You can also customize the chart by selecting its cpor scheme and format. You can also customize the size of the particular cpumn to make it more readable.

  • Benefits of Integration of Zoho CRM and Databox
  • Integration of Zoho CRM with Databox can help businesses achieve greater productivity in their customer-related activities by providing them with the fplowing benefits:

    The process to integrate 403 Forbidden and 403 Forbidden 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.