MongoDB Appiworks - Integrate and interoperate Zoho CRM and MongoDB

Опубликовано: 05 Декабрь 2024
на канале: AppiWorks
171
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MongoDB AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and MongoDB database. It helps user to export data from Zoho CRM to a MongoDB collection, import data from MongoDB database to Zoho CRM, and show contextual data from MongoDB inside Zoho CRM.

✅ Auto Interaction: Automatically export a record to MongoDB database collection, when a new contact/ lead or any record in a Zoho CRM module is created.

✅ On Demand Interaction: export records to MongoDB database collection on selected contacts/ leads or any records in a Zoho CRM module.

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

✅ View Contextual data: Show related data from MongoDB database collection 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 MongoDB.


Chapters:
0:00 Introduction
0:42 Installation
1:10 Automation Services
1:50 Export Service
5:45 Import Service
9:45 View Service

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