MongoDB AppiWorks

Interact with MongoDB directly from Zoho CRM

What is MongoDB AppiWorks?

MongoDB AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and MongoDB. It helps users to export data from Zoho CRM to MongoDB, import data from MongoDB to Zoho CRM and show contextual data from MongoDB inside Zoho CRM. 

Why do you need it?

If you are looking at integrating Zoho CRM with MongoDB and getting your processes automated, look no further. MongoDB AppiWorks for Zoho CRM covers you fully. 

How does it work?

See the demo video on how to use MongoDB AppiWorks for Zoho CRM 

Key Features

✅ Auto Interaction: Automatically insert records into MongoDB when a new contact/ lead or any record in a Zoho CRM module is created or Updated.

✅ On Demand Interaction: Insert records into MongoDB on selected contacts/ leads or any records in a Zoho CRM module.

✅ Bulk Import: Import data from MongoDB directly into Zoho CRM with a guided setup.

View Contextual data: Show related data from MongoDB inside Zoho CRM module GUI

Configurable Services: A fully configurable automation that lets you take control of your integration and automation needs between Zoho CRM and MongoDB.

Sample Use Cases

► Insert a new record into your database when a new lead/contact is created on Zoho CRM

► Export 200 selected contacts from Zoho CRM into the MongoDB

► Import contacts/Leads from the MongoDB into Zoho CRM Contacts/Leads modules.

► View related data from a homegrown system (that uses MongoDB)

Read more Articles on MongoDB AppiWorks for Zoho CRM



Establishing and maintaining MongoDB connection :

In order to Establish MongoDB Connection you can either choose from an existing connection Or Create a new one.

Creating a new MongoDB Connection :

*Mapping is required for import/export automation types.

How to create an Export service? 

Mapping Configuration:  *Mapping is required for import/export automation types.


How to execute export service manually?

In manual execution, you can execute services for multiple records. 

How to create an Import service?

How to create a View service?