An automated workflow using integromat
Connects Zoho CRM + Databox
Send new Zoho CRM Deals into Databox
About this workflow template
This automation scenario allows you to connect Zoho 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
Zoho CRM and Databox can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Zoho CRM
Watch Objects in Zoho CRM
Triggers when a new object 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 Zoho CRM Deals into Databox.
Part I
Configure Applications
First, we need to connect Zoho CRM and Databox to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoho CRM to Make.com.
Give Make.com access to your Zoho CRM account, using Zoho 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 Zoho CRM
Choose the following trigger: Watch Objects (Triggers when a new object 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 Zoho 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 Zoho CRM Deals into Databox!
Related Automation Templates
Supported triggers and actions
New lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
triggerbyzapierautomateioNew module entry
Triggers instantaneously when any entry is created in the specified module.
triggerbyzapierautomateiopabbly-connectWatch objects
Triggers when a new object is created or updated.
triggerbyintegromatNew/updated module entry
Triggers instantaneously when any entry is created or updated in the specified module.
triggerbyzapierNew or updated contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
triggerbyzapier
Increase 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-connectSend custom data
Send custom data
actionbypipedreamMetric keys
Get list of metric keys from token.
triggerbyzapier
Apps you need
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
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.
