MarketBox integration with Zoho CRM
How to Create module entries in Zoho CRM from new MarketBox client accounts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create module entries in Zoho CRM from new MarketBox client accounts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate MarketBox integrations
MarketBox actions
Nekton can use any feature that is available in MarketBox API.
Using our advanced AI, you can easily create custom automations for MarketBox.
Here are some typical actions you can do in your automated workflows.
New Client Account Created
Triggers when a new client account is created, whether through the booking page signup process or manually invited by you.
New Waitlist Form Submission
Triggers when a new waitlist form is submitted.
New Order Created
Triggers when a new order is created.
About MarketBox
MarketBox is appointment scheduling software specifically designed for businesses offering in-home and mobile services.