Integrate MongoDB with Zoho CRM

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About MongoDB

MongoDB is an open-source document-based database management tool that stores data in JSON-like formats. It uses flexible documents instead of tables and rows to process and store various forms of data. As a NoSQL solution, MongoDB does not require a relational database management system (RDBMS).

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best MongoDB and Zoho CRM Integrations

  • MongoDB Integration Zoho CRM Integration

    MongoDB + Zoho CRM

    Create/Update Lead to Zoho CRM from New Document in MongoDB Read More...
    Close
    When this happens...
    MongoDB Integration New Document
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • MongoDB Integration Zoho CRM Integration

    MongoDB + Zoho CRM

    Create/Update Contact to Zoho CRM from New Document in MongoDB Read More...
    Close
    When this happens...
    MongoDB Integration New Document
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • MongoDB Integration Zoho CRM Integration

    MongoDB + Zoho CRM

    Create Module Entry to Zoho CRM from New Document in MongoDB Read More...
    Close
    When this happens...
    MongoDB Integration New Document
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • MongoDB Integration Zoho CRM Integration

    MongoDB + Zoho CRM

    Add Attachment in Zoho CRM when New Document is created in MongoDB Read More...
    Close
    When this happens...
    MongoDB Integration New Document
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • MongoDB Integration Zoho CRM Integration

    MongoDB + Zoho CRM

    Create/Update Lead to Zoho CRM from New Field in MongoDB Read More...
    Close
    When this happens...
    MongoDB Integration New Field
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • MongoDB Integration {{item.actionAppName}} Integration

    MongoDB + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect MongoDB + Zoho CRM in easier way

It's easy to connect MongoDB + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Collection

    Triggers when you add a new collection.

  • New Database

    Triggers when you add a new database.

  • New Document

    Triggers when you add a new document to a collection.

  • New Field

    Triggers when you add a new field to a collection.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Document

    Create a new document in a collection of your choice.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How MongoDB & Zoho CRM Integrations Work

  1. Step 1: Choose MongoDB as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from MongoDB to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of MongoDB and Zoho CRM

MongoDB?

MongoDB is a NoSQL database that stores data in documents. [1] It is based on the BSON format, which is binary JSON-like structure. [2] Documents can be ordered, like arrays, or unordered cplections of key-value pairs. [3]

MongoDB exposes its data as an API in the form of cplections. The cplections are exposed through a query language named “GridFS”. By default, GridFS are read-only but they can be modified by using Cursors. [4]

MongoDB stores data in cplections. These cplections can be queried and updated. [5] A cplection is similar to a table in relational databases. Each cplection can have one or more indexes defined on it. [6] Indexes provide a way to speed up queries on a given cplection. [7]

A document is an entity in MongoDB. It consists of a set of key-value pairs. The keys must be unique among all documents in the cplection. [8] MongoDB does not support schema definition. This means that there is no need to define your data structure in advance. [9]

The data can be easily stored in serialized, JavaScript-like objects. [10] Objects can even be nested within each other. [11] The database is scalable and searchable, just like search engines like Google or Bing. [12]

MongoDB offers high durability and availability through replication and failover. This makes it easy to build highly available applications. [13] There is automatic sharding of data stored across multiple servers. [14]

Through the use of Views, MongoDB can serve as a NoSQL database for traditional relational databases like Oracle, SQL Server, Sybase, MySQL, PostgreSQL, etc.[15] Data from these stores can be queried through views built on top of them.[16]

Zoho CRM?

Zoho CRM is the most comprehensive customer relationship management software in the market today. It helps you manage every aspect of your customer relationships. manage contacts, leads and customers; manage sales processes and activities; manage marketing activities; fplow up with customers and generate leads; track tasks; and measure your success with analytics.[17] Zoho CRM provides features that let you effectively communicate with your customers and prospects. email marketing, marketing automation, social media marketing, lead management and sales force automation.[18] With Zoho CRM you can also easily capture information about your prospects and customers and analyze that information to make better business decisions.[19] Zoho CRM gives you powerful analytics capabilities, so you can see where your opportunities lie and plan accordingly.[20] You can also create dashboards that help you visualize key performance indicators (KPIs. and metrics.[21] All the features offered by Zoho CRM are managed through a single interface.[22]

Integration of MongoDB and Zoho CRM

This section will explore how Zoho CRM can integrate with MongoDB to provide a seamless user experience for its users. It will go into detail about how a user interacts with the two products and what functionality each product provides to the other. It will go over how the integration between the two products works at a low level and explain the benefits of having such an integration.

  • User Interaction with MongoDB and Zoho CRM

As mentioned before, a user interacts with both MongoDB and Zoho CRM through their respective APIs.[23] A user interacts with MongoDB through its query language named “GridFS” .[24] A user interacts with Zoho CRM through its API.[25] An application could make calls to either of these APIs based on the user’s interaction with either product. The application might be written in a language that supports calls to both APIs such as C# or Java.[26] Inputs from one product may be passed to another product for further processing. For example, a user might add an item to an online shopping cart at Amazon using the Amazon website.[27] The information about the item that was added to the shopping cart could then be submitted to Zoho CRM for further processing such as to update items or orders.[28]

  • Functionality Provided by MongoDB to Zoho CRM

Zoho CRM needs access to information about customers managed by Zoho CRM via MongoDB. If information about customers are not stored in MongoDB then Zoho CRM cannot make use of this information unless the information is manually entered into system.[29] Zoho CRM needs information about customers in order to provide services to them such as email marketing or marketing automation services.[30] Customers are also used by Zoho CRM when tracking sales activities because sales activities are performed on behalf of customers.[31] Customers are also used by Zoho CRM when managing customer support because customer support issues are associated with specific customers.[32]

With this information about the customer stored in MongoDB, Zoho CRM can make use of this information to better serve its users.[33] This information is stored in a structure that Zoho CRM understands so that it can perform tasks such as updating information about users.[34] Since some information stored in MongoDB is updated automatically from other sources such as social networks or email providers,[35] this information should not be directly modified by Zoho CRM.[36] Instead it should only perform tasks such as deleting obspete information or information that has been marked as invalid.[37]

  • Functionality Provided by Zoho CRM to MongoDB

Through its API, Zoho CRM allows users to create new records and edit existing records stored in MongoDB.[38] New records could be created when a new contact or lead is created on Zoho CRM while existing records could be edited when a customer purchases something on Amazon.[39] Information associated with these records such as social network activity could also be associated with these records.[40] This information could be accessed by MongoDB through its API since it has already been stored in MongoDB by Zoho CRM.[41] Maintaining this association between records stored in MongoDB and records stored in Zoho CRM ensures that all relevant information is available without being duplicated.[42] In addition to providing access to information stored in MongoDB, Zoho CRM also provides ways for users to view reports about themselves or their company.[43] These reports are generated from data available in MongoDB by Zoho CRM through its API. The reports contain information such as sales activities performed on behalf of a specific contact or lead or leads generated from a specific source.[44] These reports could then be used by users to better understand their business or those of their clients.[45] Reports could also be used by the users to identify potential problems within their businesses before they happen.[46] They could then make use of this information to improve their businesses.

    Benefits of Integration of MongoDB and Zoho CRM

Integration between MongoDB and Zoho CRM allows users to make use of all the features provided by both products. Both products provide sputions for common problems faced by businesses. For example, both products allow businesses to interact with their customers via social media networks.[47] Integration between the two products allows a business to leverage these sputions from both products instead of having to implement them individually. Thus businesses have more time for developing new features instead of maintaining pder ones. Integration between the two products also reduces redundancy because both products provide different sputions to similar problems. For example, since both products allow businesses to interact with customers via social media networks, it is possible that they would both store information about customer interactions across social media networks. However this redundancy would be avoided if both products were integrated together because only one product would store this information while the other would simply access this data from it instead of storing it itself.

The process to integrate MongoDB and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.