PostgreSQL AppiWorks

Interact with PostgreSQL directly from Zoho CRM

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?

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?

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

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

► 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)



How to create an Export service? 


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?

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 2: Configure a new Function to trigger AppiWorks


Step 3: Setup Argument mapping to 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 🚀