An automated workflow using integromat
Connects Vtiger CRM + Databox
Send new Vtiger CRM contacts to Databox
About this workflow template
This automation scenario allows you to connect Vtiger CRM and Databox
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Vtiger CRM and Databox can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Vtiger CRM
Watch Records in Vtiger CRM
Triggers when a record is created or updated.
Then this action happens in Databox
Submit Data in Databox
Sends data to the source.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send new Vtiger CRM contacts to Databox.
Part I
Configure Applications
First, we need to connect Vtiger CRM and Databox to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Vtiger CRM to Make.com.
Give Make.com access to your Vtiger CRM account, using Vtiger CRM credentials.
Connect Databox to Make.com.
Give Make.com access to your Databox account, using Databox credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Vtiger CRM
Choose the following trigger: Watch Records (Triggers when a record is created or updated.).
Then set up an Action for Databox
Choose this action: Submit Data (Sends data to the source.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Vtiger CRM and Databox.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send new Vtiger CRM contacts to Databox!
Related Automation Templates
Supported triggers and actions
Metric keys
Get list of metric keys from token.
triggerbyzapierPing
Validate push access token from Databox.
triggerbyzapierIncrease counter
Increment a specified metric by 1 every time this action happens.
actionbyzapierSubmit data
Sends data to the source.
actionbyintegromatPush custom data
Push any custom data to Databox.
actionbyzapierintegratelySend/push data
Push custom data in databox.
actionbypabbly-connect
Create or update lead
Creates or updates lead.
actionbyzapierCreate or update contact
Creates or updates contact.
actionbyzapierCreate or update opportunity
Creates or updates opportunity.
actionbyzapierCreate a record
Creates a new record.
actionbyintegromatCreate event
Create a new Event in Vtiger.
actionbyzapierCreate case
Creates a new Case.
actionbyzapier
Apps you need
Vtiger CRM alternatives
Databox
Business analytics platform for business analytics performance and KPI management
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
