AppiWorks is an iPaaS / aPaaS platform that enables you to connect to any applications, perform actions and automate your process flow. It is an all-in-one platform solution for building automation solutions for your business by integrating with all necessary applications in your business.

"MS SQL Server AppiWorks for Zoho CRM" is an extension of Zoho CRM that brings AppiWorks' platform integration and automation capabilities with MS SQL Server directly on the Zoho CRM application.

Need

Microsoft SQL Server allows you to easily integrate your data into applications and take advantage of a broad set of cognitive services to any data scale , making them indispensable for businesses, academia, and personal use. 

MS SQL Server contains excellent compression and encryption capabilities that result in improved data storage and retrieval functions. It's easy to install and is very useful in terms of CRM, businesses can more easily manage and analyze customer data. MS SQL server is considered one of the most secure database servers with complex encryption algorithms making it virtually impossible to crack the security layers enforced by the user. 

Zoho CRM needs easy and strong integration with MS SQL Server for efficient data management and analysis, enabling seamless synchronization, real-time updates, advanced reporting, and collaborative workflows, maximizing productivity, and providing valuable insights for sales and marketing efforts. This is why businesses often require the integration of Zoho CRM with MS SQL Server.

Solution

"MS SQL Server AppiWorks for Zoho CRM" is an extension of the Zoho CRM  that brings the AppiWorks platform's intelligent integration & hyper-automation capabilities to deeply connect, integrate and automate workflows with SQL Server directly from the Zoho CRM application dashboard. It integrates Zoho CRM and SQL Server. It helps users to export data from Zoho CRM to SQL Server, import data from SQL Server to Zoho CRM and show contextual data from SQL Server inside Zoho CRM.

• This extension provides automated exporting of data to MS SQL Server immediately on creation or editing from Zoho CRM. 

• Provides on-demand exporting of selected bulk data from Zoho CRM to MS SQL Server. 

• It allows users to import data from SQL Server database directly into the Zoho CRM application.

• Provides comprehensive controls to users to preview the records before import to ensure they are correct

• Supports scheduled and incremental import, so that the data can be kept up-to-date automatically.

• It also enables users to view SQL Server data within the Zoho CRM module's widget, providing a customized view of data. 

Benefit

"MS SQL Server AppiWorks for Zoho CRM" brings in no code integration and automation benefits for every user of Zoho CRM for all their integration needs with SQL Server. 

• MS SQL Server AppiWorks being available as an extension inside Zoho CRM avoids context switching to other applications to implement integration and automation.

• It reduces human efforts and eliminates any human-made mistakes in integration and automation orchestration.

• Supports bulk operations such as Exporting, Importing, and Viewing records right inside Zoho CRM from MS SQL Server.

• Provides comprehensive visual progress of each operation with clear status and messages.

• Stepped and guided service configuration with automatic mapping of fields reduces the effort of setting up complex integrations.