SQL Server and Zoho CRM integrations and automations

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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 custom object
    New custom object in Zoho CRM
  • New standard object
    New standard object in Zoho CRM
  • New deal
    New deal in Zoho CRM
  • New vendor
    New vendor in Zoho CRM
  • New/updated custom object
    New/updated custom object in Zoho CRM
  • New/updated standard object
    New/updated standard object 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 load rows into a table in SQL Server from an on-prem file
  • Delete rows Batch
    Delete rows in a table in SQL Server
  • Execute stored procedure Batch
    Execute stored procedure in SQL Server
  • Export query result
    Export query result as a CSV file 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 Batch
    Run custom SQL in SQL Server
  • Run long query using custom SQL
    Run long query using custom SQL in SQL Server
  • Select rows Batch
    Select rows in a table in SQL Server
  • Select rows using custom SQL Batch
    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
  • Batch create custom objects Batch
    Batch create custom objects in Zoho CRM
  • Batch create standard objects Batch
    Batch create standard objects in Zoho CRM
  • Batch update custom objects Batch
    Batch update custom objects in Zoho CRM
  • Batch update standard objects Batch
    Batch update standard objects in Zoho CRM
  • Batch upsert custom objects Batch
    Batch upsert custom objects in Zoho CRM
  • Batch upsert standard objects Batch
    Batch upsert standard objects in Zoho CRM
  • Bulk create custom objects
    Bulk create custom objects in Zoho CRM
  • Bulk create standard objects
    Bulk create standard objects in Zoho CRM
  • Bulk update custom objects
    Bulk update custom objects in Zoho CRM
  • Bulk update standard objects
    Bulk update standard objects in Zoho CRM
  • Bulk upsert custom objects
    Bulk upsert custom objects in Zoho CRM
  • Bulk upsert standard objects
    Bulk upsert standard objects in Zoho CRM
  • Search records using COQL query
    Search records using COQL query 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
  • Delete custom object
    Delete custom object in Zoho CRM
  • Delete standard object
    Delete standard object 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 Batch
    Search accounts in Zoho CRM
  • Search campaigns Batch
    Search campaigns in Zoho CRM
  • Search contacts Batch
    Search contacts in Zoho CRM
  • Search invoice
    Search invoice in Zoho CRM
  • Search leads Batch
    Search leads in Zoho CRM
  • Search custom objects
    Search custom objects in Zoho CRM
  • Search standard objects
    Search standard objects in Zoho CRM
  • Search deals Batch
    Search deals in Zoho CRM
  • Search products Batch
    Search products in Zoho CRM
  • Search vendors Batch
    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
  • Upsert custom object
    Upsert custom object in Zoho CRM
  • Upsert standard object
    Upsert standard object in Zoho CRM

    • Any other action you can think up

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