Databox + Vtiger CRM Integrations
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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.
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Try ItNew Case
Triggers when a new Case is created.
Try ItNew Event
Triggers when a new event is created.
Try It
How to connect Databox + Vtiger CRM
- Step 1: Authenticate Databox and Vtiger CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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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