Guide: Using Microsoft Dynamic CRM with Databox

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

These alternatives utilize third-party integrations such as Zapier, 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 Microsoft Dynamic 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 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 Microsoft Dynamic CRM 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 Microsoft Dynamic CRM Metrics

We are in the process of developing Zapier Zaps for Microsoft Dynamic CRM data.

Creating Zaps from scratch for Microsoft Dynamic CRM Metrics

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

  • New Opportunity
    (triggered when a new opportunity is created)
  • New Contact
    (triggered when a new contact is created)
  • New Lead
    (triggered when a new lead is created)
  • New Account
    (triggered when a new account is created)
  • Opportunity Updated
    (triggered when an opportunity has been updated)
  • Lead Updated
    (triggered when a lead has been updated)
  • Contact Updated
    (triggered when a contact has been updated)

Learn how to create Zaps from scratch here.

Use the Databox API to sync Microsoft Dynamic CRM data

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

For more information, check out the Databox developer portal or Microsoft Dynamic CRM’s API documentation.

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