Databox + Vtiger CRM Integrations

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Supported triggers and actions

What does this mean?
    • Metric NameRequired

      Choose a name for your metric or Use a Custom value.

    • Value

      Type or select field for value. This field will be used to determine pushed value for metric.

    • Title

      Additional textual information (attribute) for this value, e.g. customer's name. This attribute can later be used as a filter in Databox to aggregate your data in multiple ways.

    • Date / Timestamp

      Enter or select date field. Date field value will be used as an event timestamp. If not provided Databox will use the time at which Zap occurred.

    • Every Row Has Unique Data

      Each row will make unique insert in Databox. This setting will make sure data is not updated for the same date.

  • Vtiger CRM triggers, actions, and search

    Contact Created or Updated

    Triggers when a new contact is created or existing lead is updated.

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How to connect Databox + Vtiger CRM

  1. Step 1: Authenticate Databox and Vtiger CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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.
Learn more

Related categories

  • Dashboards

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About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons​ and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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