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Set up your first integration
Quickly connect SQL Server to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate SQL Server with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Column" from SQL Server.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects SQL Server and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Table/ViewRequired
Try ItTriggerPolling- QueryRequired
Try ItTriggerPolling- Table/ViewRequired
- Primary_keyRequired
- Order_byRequired
- Trigger_column
Try ItTriggerPolling- DisclaimerCopy
- QueryRequired
ActionWrite
- Table/ViewRequired
- Order_by
- Dedupe_key
Try ItTriggerPolling- New Table
Triggers when you add a new table.
Try ItTriggerPolling - QueryRequired
Try ItTriggerPolling- TableRequired
ActionWrite
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Practical ways you can use SQL Server and Zoho CRM
Create CRM leads from database entries
When a new row is added to your SQL Server database, Zapier will automatically create a new lead in Zoho CRM. This workflow minimizes manual data entry and ensures that your sales team can follow up on new opportunities quickly.
Business Owner
Sync CRM updates to a database
When a new or updated lead is added in Zoho CRM, Zapier will automatically update the corresponding record in the SQL Server database. This ensures your database is always aligned with your CRM data, providing consistent and reliable information for analytics and operations.
ITTrack project updates in a database
When a new module entry is created in Zoho CRM, Zapier will add a new row to a table in SQL Server. This ensures project information from your CRM is consistently tracked in your database, keeping your team informed and project data unified.
Project ManagementLearn how to automate SQL Server on the Zapier blog
Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about SQL Server + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with SQL Server and Zoho CRM
How can I integrate SQL Server with Zoho CRM using triggers and actions?
Our integration allows you to use SQL Server triggers to automatically sync data changes with Zoho CRM. For example, when a new row is added in SQL Server, you can trigger an action in Zoho CRM to create a new contact or lead based on that data.
What are the prerequisites for setting up an integration between SQL Server and Zoho CRM?
Before setting up the integration, ensure you have access credentials for both SQL Server and Zoho CRM. You'll also need permissions to create triggers in SQL Server and configure API access in your Zoho CRM account.
Is it possible to update records in Zoho CRM based on changes made in SQL Server?
Yes, you can configure an integration where updates made in SQL Server automatically reflect as updates in Zoho CRM. This usually involves setting up a trigger on specific tables that perform updates based on criteria you define.
Can I use custom fields from both SQL Server and Zoho CRM during the integration process?
Absolutely, both platforms support the use of custom fields. In our setup, you'll be able to map these custom fields so that data is accurately transferred from your SQL Server database to your Zoho CRM system.
What types of data synchronization are supported between SQL Server and Zoho CRM?
Our integration supports one-way or two-way data synchronization based on your needs. You can choose to either push changes from SQL Server to Zoho CRM only or allow updates from both systems depending on your workflow requirements.
How do we handle errors during the synchronization process between these two systems?
During synchronization, we've implemented error handling mechanisms that capture any issues occurring during the data transfer process. You'll receive notifications for any errors, allowing you to correct them promptly without disrupting the workflow.
Is real-time data sync possible between SQL Server and Zoho CRM?
Yes, real-time data synchronization is achievable by configuring instant triggers within the connection settings. This ensures that as soon as an event occurs in one system, corresponding actions are executed immediately in the other system without delay.
