Guide: Using Zoho CRM with Databox

Currently, there is not a direct Databox + Zoho CRM integration available, but there are alternative ways to sync your Zoho CRM data with Databox.

These alternatives utilize third-party integrations such asZapier,Integromat, or theDatabox API.

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How to use Zapier to sync Zoho CRM data

Zapier is a trigger-based app, meaning you can have certain events (such as a new card being added) trigger certain actions (updating the relevant data and syncing with Databox) using Zaps. Because triggers initiate data syncs, historical data will not be available for metrics that are synced using Zapier.

Learn more about the Zapier + Databox third-party integrationhere.

Whenever possible, it’s recommended that you use a Zap Template. This will save you time and will streamline the process of syncing Zoho CRM data with Databox using Zapier.

You can also create Zaps from scratch if a Zap Template isn’t available.

Zap Templates available for Zoho CRM Metrics

View the full list of prepared Zapshere.

Creating Zaps from scratch for Zoho CRM Metrics

The following Zoho CRM Metrics can also be synced with Databox by creating a Zap from scratch:

• New Lead
  (triggered when a new lead is created)
• New Contact
  (triggered when a new contact is created)
• New User
  (triggered when a new active user is added to your Zoho CRM account)
• New Module Entry
  (triggered instantaneously when any entry is created in the specified module)

Learn how to create Zaps from scratchhere.

How to use Integromat to sync Zoho CRM data

Integromat is a third-party integration that allows you to sync data between apps. Integromat has a long list of native integrations along with the ability to sync custom data via the API.

Learn more about the Integromat + Databox third-party integrationhere.

Whenever possible, it’s recommended that you use an Integromat Template. This will save you time and will streamline the process of syncing Zoho CRM data with Databox using Integromat.

If a Template isn’t available, you can sync additional Zoho CRM with Databox using Integromat by setting it up from scratch.

Integromat Templates available for Zoho CRM Metrics

View the full list of prepared Templateshere.

Syncing additional Zoho CRM Metrics using Integromat

The following Zoho CRM Metrics can also be synced with Databox by setting up the connection from scratch:

• Watch Object
  (triggered when a new object is created or updated)
• Create Object
  (triggered when a new object is created)
• List Fields
  (list all available fields for the module)
• List Modules
  (list all available modules)
• List Objects
  (list all available objects)

Learn how to set this up from scratchhere.

Use the Databox API to sync Zoho CRM data

If you’re comfortable using scripting languages or you have developer resources available, you can build your own custom integration and push Zoho CRM data via the Databox API.

Learn more about the Integromat + Databox third-party integrationhere.

For more information, check out theDatabox developer portalorZoho CRM’s API documentation.