Integrate PostgreSQL with Freshsales

Appy Pie Connect allows you to automate multiple workflows between PostgreSQL and Freshsales

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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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

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

Explore quick connects

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Connect PostgreSQL + Freshsales in easier way

It's easy to connect PostgreSQL + Freshsales 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

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • Actions
  • Create Row

    Adds a new row.

  • Update Row

    Updates an existing row.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How PostgreSQL & Freshsales Integrations Work

  1. Step 1: Choose PostgreSQL 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 Freshsales 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 PostgreSQL to Freshsales.

    (2 minutes)

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

Integration of PostgreSQL and Freshsales

PostgreSQL is an object-relational database management system (ORDBMS. It is a powerful, open source relational database that provides users with a number of features that are not available in other databases. PostgreSQL is also a highly reliable database because it has plenty of tops and functions that help to maintain the integrity of the database.

Freshsales CRM is a cloud-based sales software with real time data, analytics, and insights which helps companies manage their sales and marketing activities from one place. Freshsales CRM is compatible with multiple devices and all major browsers. Freshsales integrates with PostgreSQL to deliver valuable information for users.

Integration of PostgreSQL and Freshsales

Freshsales is capable of integrating with various applications such as Twitter, Gmail, Slack, etc. Integrating with PostgreSQL enables easy and real time access to the data stored in the PostgreSQL database. It makes the process of extracting data from different PostgreSQL tables very easy. Integration of PostgreSQL with Freshsales CRM can be done through the fplowing steps:

  • Create a PostgreSQL table named “customer_addresses”. The table should contain three cpumns namely name, email, and address.
  • In the next step, create a new field in the “customer” table named “addresses”. This field should be of type “text”. This field will hpd the addresses of each customer. The code needed to accomplish this is shown below:
  • In order to save the addresses in the PostgreSQL table, we will need to use a command called INSERT INTO. The INSERT command adds new records to a table. In order to run this command, you will need a username and password for your PostgreSQL database.
  • Once you have entered your credentials and executed the command, it will prompt you to enter the values for each field. Once you have entered the values for each field, click on “Go” to save those records in the database.

Benefits of Integration of PostgreSQL and Freshsales

Integration of PostgreSQL with Freshsales enables users to extract all of the data from various PostgreSQL tables and manage them from one location. Since users can manage all of their data from one application, they can save time by eliminating duplicate tasks across various applications. Apart from saving time, integration of PostgreSQL with Freshsales allows users to view data from various sources in real time. This can help businesses make informed decisions about their business strategies. Integration with Freshsales also helps businesses analyze their sales funnel and identify areas where improvements can be made.

The process to integrate PostgreSQL and Freshsales 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm