Microsoft SQL Server AppiWorks - Integrate and interoperate Zoho CRM and MS SQL Server

Опубликовано: 01 Декабрь 2024
на канале: AppiWorks
519
2

Microsoft SQL Server AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and MS SQL Server. It helps users to export data from Zoho CRM to MS SQL Server database, import data from MS SQL Server database to Zoho CRM, and show contextual data from MS SQL Server inside Zoho CRM.

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

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

✅ Bulk Import: Import data from MS SQL Server database tables into Zoho CRM with a guided setup.

✅ View Contextual data: Show related data from MS SQL Server database table/view inside the 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 MS SQL Server.


Chapters:
0:00 Introduction
0:48 Installation
1:21 Automation Services
2:00 Export Service
6:20 Import Service
9:10 View Service

Background Music for Videos: https://www.bluetreeaudio.com