Guide: Using Microsoft Dynamic CRM with Databox

How to set up Microsoft Dynamics CRM in Databox using Zapier.

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.

HOW TO

• Use Zapier to sync Microsoft Dynamic CRM data (intermediate technical skills)
• Use the Databox API to sync Microsoft Dynamic CRM data (expert technical skills)

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
• Creating Zaps from scratch for Microsoft Dynamic CRM Metrics

Zap Templates available for Microsoft Dynamic CRM Metrics

View the full list of prepared Zaps here.

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.