Databox + Vtiger CRM Integrations
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Choose a name for your metric or Use a Custom value.
Type or select field for value. This field will be used to determine pushed value for metric.
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 ItTriggerScheduled
Triggers when a new Case is created.Try ItTriggerScheduled
Triggers when a new event is created.Try ItTriggerScheduled
Type a name for your metric, e.g. 'Blog visitors' or 'Sales'.
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.Try ItTriggerScheduled
Triggers when a new contact is created.Try ItTriggerScheduled
Triggers when a new Invoice is created.Try ItTriggerScheduled
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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