Integrate PostgreSQL with Agile CRM

Name: Appy Pie Connect
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Appy Pie Connect allows you to automate multiple workflows between PostgreSQL and Agile CRM

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PostgreSQL Integrations

About PostgreSQL

PostgreSQL is a robust, open-source database engine with a sophisticated query optimizer and a slew of built-in capabilities, making it an excellent choice for production databases.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

PostgreSQL + Agile CRM Quick Connects

Want to explore PostgreSQL + Agile CRM quick connects for faster integration? Here’s our list of the best PostgreSQL + Agile CRM quick connects.

Explore quick connects

Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

Zoho CRM
Salesforce
Pipedrive
HubSpot CRM
Zendesk
ActiveCampaign
Alore CRM
Freshsales
Front
Pipefy
SalesMachine
Totango
Keap

Connect PostgreSQL + Agile CRM in easier way

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

Triggers
New Column

Triggered when you add a new column.
New Row

Triggered when you add a new row.
New Row (Custom Query)

Triggered when new rows are returned from a custom query that you provide. Advanced Users Only
Changed Deal Milestone

Triggers when a Deal reaches a specific milestone.
Changing Any Deal Milestone

Triggers when changes are made in any deal milestone.
New Contact

Triggers when a new contact is added.
New Deal

Triggers when a new Deal is added.
New Event

Triggers when a new event is created.
New Tag to Contact

Triggers whenever a tag is added to contact in AgileCRM.
New Task

Triggers whenever a new task is added.
New Ticket

Triggers upon an addition of a new ticket in Agile CRM.

Actions
Create Row

Adds a new row.
Update Row

Updates an existing row.
Add Event

Create an event in Agile CRM.
Add Note

Add a note to a specific contact.
Add Score to Contact

Add Score to a Contact in the Agile CRM.
Add Tag to Contact

Add Tag to a Contact.
Add to Campaign

Subscribe to a Campaign.
Create Company

Create a New Company.
Create Contact

Creates a New Contact.
Create Deal

Add a deal in the Agile CRM.
Create Task

Create a Task for the Contact.
Create Ticket

Generates Ticket in the Agile CRM.
Create or Update Contact

Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update Company

Update a Company.

How PostgreSQL & Agile CRM Integrations Work

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Agile CRM as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from PostgreSQL to Agile CRM.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of PostgreSQL and Agile CRM

PostgreSQL

PostgreSQL is an Object-Relational database management system. The latest version of PostgreSQL released in 2015 at PostgresConf is 9.4. Postgres is open source and supports all major operating systems such as Windows, Linux, Mac OS X, Sparis, and etc. PostgreSQL has a command-line interface (CLI. which allows us to perform most of its operations without writing any code.

Agile CRM

Agile CRM is a web-based open source Customer Relationship Management software for small and medium businesses. It provides support for customer relationship management (CRM), sales force automation (SFA), marketing automation and project management. Agile CRM is developed in PHP and uses the MySQL database system.

Integration of PostgreSQL and Agile CRM

We can integrate Agile CRM with PostgreSQL as fplows:

Agile CRM communicates with PostgreSQL via JDBC drivers.

Prerequisite. Install JDBC drivers on the server on which Agile CRM and PostgreSQL are installed. In this example, I have downloaded two popular JDBC drivers for PostgreSQL. pgsql-jdbc-8.4-bin.jar and postgresql-9.3-903dbi-jdbc41-java5.jar, then put them in /opt/agile_crm_demo/data/postgresql-jdbc-drivers directory.

Benefits of Integration of PostgreSQL and Agile CRM

Easy for developers to write complex queries against the database using SQL instead of PHP.
Reduce the load on the database server by moving as much processing as possible to the database server. This reduces the load on the application server and improves response times for end users.
The integration of Agile CRM and PostgreSQL will allow us to build powerful reporting module based on SQL.

The process to integrate PostgreSQL and Agile 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.