SQL Server and Zoho CRM integrations and automations

Do everything in one place

Customize your SQL Server and Zoho CRM integration with the following triggers and actions.

Triggers

When this happens…

SQL Server
  • New row
    New row in a table in SQL Server
  • New rows Batch
    New batch of rows in a table in SQL Server
  • New rows via custom SQL Batch
    New batch of rows via custom SQL in SQL Server
  • Scheduled query Batch
    Scheduled query using custom SQL in SQL Server
  • New/updated row
    New/updated row in a table in SQL Server
  • New/updated rows Batch
    New/updated batch of rows in a table in SQL Server
  • New/updated rows via custom SQL Batch
    New/updated batch of rows via custom SQL in SQL Server

    • Any other trigger you can think up

Zoho CRM
  • New account
    New account in Zoho CRM
  • New call
    New call in Zoho CRM
  • New case
    New case in Zoho CRM
  • New contact
    New contact in Zoho CRM
  • New invoice
    New invoice in Zoho CRM
  • New deal
    New deal in Zoho CRM
  • New vendor
    New vendor in Zoho CRM
  • New or updated account
    New or updated account in Zoho CRM
  • New or updated call
    New or updated call in Zoho CRM
  • New or updated case
    New or updated case in Zoho CRM
  • New or updated contact
    New or updated contact in Zoho CRM
  • New or updated lead
    New or updated lead in Zoho CRM
  • New or updated deal
    New or updated deal in Zoho CRM

    • Any other trigger you can think up

Actions

Do this…

SQL Server
  • Bulk load from an on-prem file Bulk
    Bulk load rows into a table in SQL Server from an on-prem file
  • Delete rows
    Delete rows in a table in SQL Server
  • Execute stored procedure
    Execute stored procedure in SQL Server
  • Export query result Bulk
    Export result of custom SQL in SQL Server
  • Insert row
    Insert row in a table in SQL Server
  • Insert rows Batch
    Insert batch of rows in a table in SQL Server
  • Replicate schema
    Replicate table schema in SQL Server
  • Run custom SQL
    Run custom SQL in SQL Server
  • Run long query using custom SQL
    Run long query using custom SQL in SQL Server
  • Select rows
    Select rows in a table in SQL Server
  • Select rows using custom SQL
    Select rows using custom SQL in SQL Server
  • Replicate rows Batch
    Replicate batch of rows to table in SQL Server
  • Get table schema
    Get table schema for SQL Server
  • Update rows
    Update rows in a table in SQL Server
  • Update rows Batch
    Update batch of rows in a table in SQL Server
  • Upsert row
    Upsert row in a table in SQL Server
  • Upsert rows Batch
    Upsert batch of rows in a table in SQL Server

    • Any other action you can think up

Zoho CRM
  • Custom action
    Custom action in Zoho CRM (Custom)
  • Relate a member to campaign
    Relate a member to campaign in Zoho CRM
  • Create account
    Create account in Zoho CRM
  • Create campaign
    Create campaign in Zoho CRM
  • Create contact
    Create contact in Zoho CRM
  • Create invoice
    Create invoice in Zoho CRM
  • Create lead
    Create lead in Zoho CRM
  • Create deal
    Create deal in Zoho CRM
  • Create vendor
    Create vendor in Zoho CRM
  • Get lead by ID
    Get lead by ID in Zoho CRM
  • Get object by ID
    Get object by ID in Zoho CRM
  • Search accounts
    Search accounts in Zoho CRM
  • Search campaigns
    Search campaigns in Zoho CRM
  • Search contacts
    Search contacts in Zoho CRM
  • Search invoice
    Search invoice in Zoho CRM
  • Search leads
    Search leads in Zoho CRM
  • Search deals
    Search deals in Zoho CRM
  • Search products
    Search products in Zoho CRM
  • Search vendors
    Search vendors in Zoho CRM
  • Update account
    Update account in Zoho CRM
  • Update campaign
    Update campaign in Zoho CRM
  • Update contact
    Update contact in Zoho CRM
  • Update invoice
    Update invoice in Zoho CRM
  • Update lead
    Update lead in Zoho CRM
  • Update deal
    Update deal in Zoho CRM
  • Update vendor
    Update vendor in Zoho CRM

    • Any other action you can think up

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