PostgreSQL + Zoho CRM

Create or update Zoho CRM module entries from new or updated rows in PostgreSQL

Keep your Zoho CRM updated with this seamless workflow that connects your PostgreSQL database to Zoho CRM. Whenever there's a new or updated row in your PostgreSQL database, this automation will create or update a module entry in Zoho CRM, ensuring your customer data is always up-to-date and accurate. Save time and maintain consistent information across your systems with this efficient process.

When this happens...
New or Updated Row
Triggers when a new row is added or modified.
TriggerPolling
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

- Table/ViewRequired
Trigger
Polling
Try It
- QueryRequired
Trigger
Polling
Try It
- Table/ViewRequired
- Primary KeyRequired
- Order ByRequired
- Trigger Column
Trigger
Polling
Try It
- TableRequired
- ID ColumnRequired
Action
Write
- QueryRequired
Action
Search

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It

New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

- Table/ViewRequired
- Order By
- Dedupe Key
Trigger
Polling
Try It
New Table
Triggers when you add a new table.
Trigger
Polling
Try It
- TableRequired
Action
Write
- TableRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- QueryRequired
Action
Search
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

About PostgreSQL

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