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Interact with PostgreSQL directly from Zoho CRM
Interact with PostgreSQL directly from Zoho CRM
What is PostgreSQL AppiWorks?
What is PostgreSQL AppiWorks?
PostgreSQL AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and PostgreSQL database. It helps users to export data from Zoho CRM to PostgreSQL, import data from PostgreSQL to Zoho CRM and show contextual data from PostgreSQL inside Zoho CRM.
Why do you need?
Why do you need?
If you are looking at integrating Zoho CRM with PostgreSQL and getting your processes automated, look no further. PostgreSQL AppiWorks for Zoho CRM covers you fully.
How does it work?
How does it work?
See the demo video on how to use PostgreSQL AppiWorks for Zoho CRM
Key Features
Key Features
✅ Auto Interaction: Automatically insert a record into PostgreSQL when a new contact/ lead or any record in a Zoho CRM module is created.
✅ On Demand Interaction: Insert records into PostgreSQL on selected contacts/ leads or any records in a Zoho CRM module.
✅ Bulk Import: Import data from PostgreSQL tables/view into Zoho CRM with a guided setup.
✅ View Contextual data: Show related data from PostgreSQL table/view 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 PostgreSQL.
Sample Use Cases
Sample Use Cases
► Insert a new record into the PostgreSQL database table when a new lead is created on Zoho CRM
► Export 200 selected contacts from Zoho CRM into the PostgreSQL database table
► Import contacts from the PostgreSQL database table into Zoho CRM Contacts.
► View related invoices or payments data from a homegrown system (that runs on PostgreSQL)
Installation
Installation
Go to Zoho Marketplace
Search for PostgreSQL AppiWorks
Click on the Install Now.
It will open a dialog to agree with the terms of services of the vendor and Zoho Marketplace and the privacy policy of the vendor.
The users need to agree with that and then click on continue.
Select your Users/Profiles (Select the profile to whom this extension is to be visible, based on the profile selection the extension will be displayed to users) and then click on Confirm.
Extension Installation is completed and added to your Zoho CRM and you will also get a confirmation email from Zoho Marketplace.
Setup
Setup
After installation is successful, Sign in to Zoho CRM and click on the three dots (...) symbol (shown right side).
Select/ Search for PostgreSQL AppiWorks
You will now be redirected to PostgreSQL AppiWorks homepage/landing page.
Please wait for AppiWorks basic initialization or until the START AUTOMATING button is enabled.
Click on START AUTOMATING.
It will redirect you to the Service listing page where you can see all your services.
Here Click on + Create to create the new service.
Give a name to your automation service.
Choose a Zoho CRM module.
Click on Next
Choose the Automation type.
Click on Next
How to create an Export service?
How to create an Export service?
Choose the Connection Or Create a new connection.
Choose an Object from PostgreSQL.
Choose the Action.
Click on Next
Click on the + Add button to create a new mapping between the Zoho module & PostgreSQL object.
Click the icon next to + Add for the Intelligent/ Automatic mapping.
Click on Next
Choose an App Field.
Choose the mapping type.
Choose the Source field (selected Zoho CRM module fields).
Template mapping type supports multiple field insertions with a message (see eg. on the right side)
You can add multiple fields by clicking on three dots symbol for the templated type (shown on the right side)
Click on Add to add the mapping
Switch on [ ] new [ ] edit checkboxes, if you want to trigger the export automatically on the creation of the new record, or edit of a record.
Switch on the Allow Manual Execution if you want to export inside the Zoho CRM module page.
Activate the service by switching on the final switch. Otherwise, the service will not get executed.
Click on the Save button to save the service in your workspace.
Now, this service is listed on the services list page and ready for automation.
You can create as many services as you want.
Go to the services list page by clicking on the Previous Page button.
Notes:
Service execution will happen in two ways. Automatic and Manual (based on whether automatic and manual triggers are enabled or not).
Service required to be active for either Automatic or manual execution.
Automatic execution will happen when the user either creates or edits a record for that module configured in that service.
Manual execution is done through a custom button PostgreSQL AppiWorks located in that module configured with service by selecting records or editing/creation page.
How to execute export service manually?
How to execute export service manually?
In manual execution, you can execute services for multiple records.
Go to the Zoho CRM module tab (eg. Contacts).
Select the records and click on the PostgreSQL AppiWorks button.
Services created for the module and enabled for manual execution are listed on the PostgreSQL AppiWorks manual tab.
Click on the corresponding service Execute button to execute the service for the selected records.
After the execution of the service, the execution response will be embedded below the service.
Please see right side image carousel for a glance at manual execution.
How to create an Import service?
How to create an Import service?
Go to the Setup section above and follow those steps and get back here.
Choose the Automation type as Import
Choose the Connection Or Create a new connection.
Choose an Object from PostgreSQL.
Click on Next
Do the mapping between the Zoho module and PostgreSQL object fields.
For the steps, you can follow the same steps as mentioned for the export service in the above section.
Click on Next
Setup the Query Filter (If applied it will bring only filtered records from PostgreSQL, else it will bring all the records)
Click on the (+) button to add the query filters. You can add multiple filters.
Choose the App Field and Operator.
Enter the value to be matched.
Click on the Query button to see the results.
Choose the rows from the table to import.
You can also choose the columns to see on the table.
It will show you the number of records selected for the import.
Click on Next
Click on the Import Now button to Import into the Zoho CRM.
You can see the import execution status after import.
Activate the service
Click on the Save button to save the service for future use.
How to create a View service?
How to create a View service?
Go to the Setup section above and follow those steps and get back here.
Choose the Automation type as View.
Choose the Connection Or Create a new connection.
Choose an Object from PostgreSQL.
Click on Next
Setup the Connecting filters (connecting filters is basically a hook between the Zoho CRM module & PostgreSQL)
Click on the (+) button to add the connecting filters. You can add multiple filters.
Choose the App Field, Operator & Zoho Field.
Click on Next & Save the service.
Go to the Zoho module tab on which you have created the view service in the first step of service configuration.
For eg. Here in this demo, we have chosen the Zoho CRM contacts module. So we will go to the Contacts tab in the Zoho CRM dashboard.
Click on any record (in this case, any contact).
Scroll down to the end, and you can see the PostgreSQL AppiWorks widget.
You will see all the services configured for the corresponding module (here Contacts)
Click on the service to see the results
How to achieve Auto export for the Custom Modules in PostgreSQL AppiWorks?
How to achieve Auto export for the Custom Modules in PostgreSQL AppiWorks?
If you want to automatically export the content of your custom modules to PostgreSQL, you will need to configure Zoho CRM automation workflow rules and create custom function to trigger AppiWorks. Please follow the instructions below.
Step 1: Configure automation workflow rule
Step 1: Configure automation workflow rule
Log in to your Zoho CRM account using your credentials.
Click on the "Settings" icon (gear icon) in the upper-right corner.
Under "Setup," select "Automation."
In the Automation section, click on "Workflow Rules."
Click the "Create Rule" button to create a new workflow rule.
Give your rule a name and description for reference.
Choose the custom module you want to apply the rule to from the "Module" dropdown.
Choose when the rule should be evaluated. If you require the workflow to trigger for both create and edit then choose as shown on the right side.
Specify what actions should occur when the rule criteria are met. Here choose Function as an action.
Step 2: Configure a new Function to trigger AppiWorks
Step 2: Configure a new Function to trigger AppiWorks
Configure the Function, and choose the "Write your own" option.
Give the function name and display name as written below.
Function Name: triggerPostgreSQLAppiWorksForCustomModule
Display Name:
Trigger PostgreSQL AppiWorks For Custom Module
As you can see on the right side, add the below line in the script editor.
postgresqlappiworksforzohocrm.invokeExecuteServicesEndpoint(moduleId,id);
Step 3: Setup Argument mapping to your Custom Module
Step 3: Setup Argument mapping to your Custom Module
Click on Edit Arguments
Do the argument mapping, and provide your custom module API name as moduleId and dynamic record ID field for your custom module.
Save your arguments changes
Save the custom function.
Save your workflow rule.
Step 4: Configure an Export type service on your Custom Module
Step 4: Configure an Export type service on your Custom Module
Finally, configure an export-type service in PostgreSQL AppiWorks for your Custom Module with relevant field mapping. Refer to the above section on configuring export service. The workflow rule will be triggered on creating or editing a record in the Configured custom module.
Test it and roll it out to widespread usage 🚀
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