Guide: Using Freshsales with Databox

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

These alternatives utilize third-party integrations such as Zapier, Integromat, or the Databox API.

Pro Tip: If you don't have the time or resources to set this up yourself, check out our services where we can build the custom integration for you. For additional information, feel free to connect with our team via chat or email us at [email protected].

HOW TO

How to use Zapier to sync Freshsales 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 integration here.

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

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

IN THIS SECTION

Zap Templates available for Freshsales Metrics

View the full list of prepared Zaps here.

Creating Zaps from scratch for Freshsales Metrics

The following Freshsales 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 Account
    (triggered when a new account is created)
  • New Deal
    (triggered when a new deal is created)

Learn how to create Zaps from scratch here.

How to use Integromat to sync Freshsales 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 integration here

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

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

IN THIS SECTION

Integromat Templates available for Freshsales Metrics

View the full list of prepared Templates here.

Syncing additional Freshsales Metrics using Integromat

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

  • Watch New Accounts
    (triggered when a new account is created)
  • Watch New Appointments
    (triggered when a new appointment is created)
  • Watch New Contacts
    (triggered when a new contact is created)
  • Watch New Deals
    (triggered when a new deal is created)
  • Watch New Leads
    (triggered when a new lead is created)
  • Watch New Sales Activities
    (triggered when a new sales activity is created)
  • List All Accounts
    (retrieves a list of all accounts)
  • List All Contacts
    (retrieves a list of all contacts)
  • List All Files and Links
    (retrieves a list of all files and links attached to a specific lead, contact, account or deal)
  • List All Appointments
    (retrieves a list of all appointments)
  • List All Deals
    (retrieves a list of all deals)
  • List All Leads
    (retrieves a list of all leads)
  • List All Sales Activities
    (retrieves a list of all sales activities)
  • List All Tasks
    (retrieves a list of all tasks)

Learn how to set this up from scratch here.

Use the Databox API to sync Freshsales data

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

Learn more about the Integromat + Databox third-party integration here

For more information, check out the Databox developer portal or Freshsales API documentation.

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