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Zoho CRM + Databox Integrations

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

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 business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.

Databox Integrations

Best Zoho CRM and Databox Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

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    {{item.message}} Read More...
    When this happens...
    Zoho CRM {{item.triggerTitle}}
     
    Then do this...
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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 Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Databox as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Databox with Appy Pie Connect.

    (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.