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Book An AppointmentTriggers when a new contact is added.
Triggers instantaneously when an entry is created or modified in the specified module.
Triggers when a new contact is added or modified in Zoho.
Triggered when a new event is performed (this is the activity stream).
Triggered when you add a new file to a folder.
Triggered when you add a new folder.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Adds a comment to a file.
Adds a task to a file.
Adds an individual user as a collaborator on a folder.
Creates a brand new folder at the path you specify.
Moves or copies a file from one folder to another.
Triggers when a new contact is added.
Triggers instantaneously when an entry is created or modified in the specified module.
Triggers when a new contact is added or modified in Zoho.
Triggered when a new event is performed (this is the activity stream).
Triggered when you add a new file to a folder.
Triggered when you add a new folder.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Adds a comment to a file.
Adds a task to a file.
Adds an individual user as a collaborator on a folder.
Creates a brand new folder at the path you specify.
Moves or copies a file from one folder to another.
Choose Zoho CRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Box as the action app from the list.
Connect your Box account & authenticate it.
Select the data you want to send from Zoho CRM to Box & your AI Agent is ready!
New Record
Move Or Copy File
New Record
Add User as Collaborator
New Record
Upload File
New Contact
Add Task to File
New Contact
Upload File
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
Box lets you keep all your businesses files in one place for simple online collaboration.
The integration between Zoho CRM and Box is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Zoho CRM with Box, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Zoho CRM-Box integration:
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