MS SQL Server AppiWorks

Interact with SQL Server directly from Zoho CRM

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What is SQL Server AppiWorks?

SQL Server AppiWorks for Zoho CRM is a Zoho CRM extension that 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.

Why do you need?

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

How Does it work?

See the demo video on how to use MS SQL Server AppiWorks for Zoho CRM

Key Features

✅ Auto Interaction: Automatically insert a row into SQL Server when a new contact/ lead or any record in a Zoho CRM module is created.

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

✅ Bulk Import: Import data from SQL Server/view into Zoho CRM with a guided setup.

✅ View Contextual data: Show related data from SQL Server/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 SQL Server.

Sample Use Cases

► Insert a new record into the SQL Server when a new lead/contact is created on Zoho CRM

► Export 200 selected contacts from Zoho CRM into the SQL Server

► Import contacts from the SQL Server into Zoho CRM Contacts.

► View related data from a homegrown system (that runs on SQL Server)

Installation

Go to Zoho Marketplace
Search for SQL Server 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

After installation is successful, Sign in to Zoho CRM and click on the three dots (...) symbol (shown right side).
Select/ Search for SQL Server AppiWorks
You will now be redirected to SQL Server 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 the Automation type
Click on Next

Choose a Zoho CRM module.
Click on Next

Configure SQL Server Connection.
Click on Next

*Mapping is required for import/export automation types.

Configure the mapping section.
While some fields are intelligently mapped, the remaining can be mapped manually.
Click on Next

Finally Save the service

How to create an Export service?

Choose the Connection Or Create a new connection.
Choose an Object/ Sheet from SQL Server
Choose the Action.
Click on Next

Click on the + Add button to create a new mapping between the Zoho module & SQL Server object/ table.
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 SQL Server AppiWorks located in that module configured with service by selecting records or editing/creation page.

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 SQL Server AppiWorks button.
Services created for the module and enabled for manual execution are listed on the SQL Server 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?

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/ sheet from SQL Server.
Click on Next

Do the mapping between the Zoho module and SQL Server object/ Table 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 rows from SQL Server, else it will bring all the rows)
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?

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/ Sheet from SQL Server.
Click on Next

Setup the Connecting filters (connecting filters is basically a hook between the Zoho CRM module & SQL Server)
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 SQL Server AppiWorks widget.
You will see all the services configured for the corresponding module (here Contacts)
Click on the service to see the results