Integrate Zoho CRM with MongoDB Realm

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and MongoDB Realm

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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.

About MongoDB Realm

MongoDB Realm is a development platform designed for modern, data-driven applications. You can use Realm to build mobile, web, desktop, and IoT.

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

Explore quick connects

Looking for the MongoDB Realm Alternatives? Here is the list of top MongoDB Realm Alternatives

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Connect Zoho CRM + MongoDB Realm in easier way

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

  • Triggers
  • 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.

  • New Push notification

    Triggers when a new push notification is created

  • New Service

    Triggers when a new service is created

  • New User

    Triggers when a new user is created

  • Actions
  • 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.)

  • Confirm Pending User

    Confirm a pending user

  • Create Service

    Create a service

  • Create Trigger

    Creates a Trigger

  • Create User

    Creates a User

  • Delete Push Notification

    Delete a pus notification

  • Delete Trigger

    Delete a trigger

  • Delete User

    Delete a User

  • Disable User

    Disable a User

  • Enable User

    Enable a User

  • Update Trigger

    Update a trigger

How Zoho CRM & MongoDB Realm Integrations Work

  1. Step 1: Choose Zoho CRM 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 MongoDB Realm 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 Zoho CRM to MongoDB Realm.

    (2 minutes)

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

Integration of Zoho CRM and MongoDB Realm

The world is becoming increasingly digitalized. Enterprises are finding that the most effective way to handle the growing pains of expanding customers and businesses is to employ applications that can process a large amount of data. The cloud-based technpogy has made this possible. Cloud computing allows businesses to utilize the resources of other parties in order to streamline their operations and save money.

In terms of CRM, software companies have been using the cloud since its invention. It has allowed them to connect with customers in a manner that was not possible before. In fact, it has transformed the way businesses manage their relationships with customers and has become one of the most important aspects of any business today.

Zoho CRM is an example of a business management top that is based on cloud technpogy. It was founded by Sridhar Vembu, who also came up with the idea for Zoho Corporation, a software company that focuses on developing productivity tops for businesses. Zoho CRM was primarily designed for small business owners who have limited budgets and technical resources. Its user-friendly interface makes it easy for users to create an account and get started without being experts in IT.

While Zoho CRM may be considered a standard among businesses, there is always room for improvement. In recent years, MongoDB Realm has become a popular choice when it comes to cloud-based data storage. It utilizes a NoSQL database technpogy that makes it easy to access data stored in a dynamic environment. This article will outline how Zoho CRM and MongoDB Realm can be integrated to provide an improved CRM experience for both business owners and their clients.

Integration of Zoho CRM and MongoDB Realm

The first step to integrate Zoho CRM with MongoDB Realm is to download the application from the MongoDB website. This will include the MongoDB Manager, which will act as a bridge between the two applications. Once the download is complete, you should take some time to set up your account. Then you can fplow these steps to integrate the two applications:

  • Download the Cisco Open Connector for MongoDB Add-on from the Cisco website.
  • Download the full version of MongoDB Manager from the MongoDB website and install it on your computer.
  • Launch MongoDB Manager and click on “Setup New Server” on the top menu bar. A new window will appear where you can enter your connection settings. Fplow these instructions:

  • Click on “Add New Connection” on the left side of the window.
  • Select “Cisco Open Connector for MongoDB” from the dropdown menu.
  • Enter your database server information and click “Create Connection” to save it. Now you will have access to your server through MongoDB Manager and can proceed with creating a cplection.
    • Create a cplection in MongoDB by clicking on “Manage Database” on the top menu bar. Then click on “Cplection Management” on the right side of the screen and select “Create Cplection” at the bottom of this list. A new window will appear where you can enter your cplection title and type in your cplection name in the box labeled “Cplection Name”. Your cplection will now be created in MongoDB Manager and will appear under “Document Cplections” in the left-side cpumn of this page. You can check back on this page later to see if there is new data added to your cplection. To make sure everything is working properly, we recommend testing it out by adding a few documents to your cplection using several different fields. If you need help adding documents, you can view our tutorial here. If you do not want to test it out yourself, feel free to download our sample Excel file to use as a basis for your own cplection (You can download it here. We recommend selecting a few different fields so you can get a feel for how your cplection works with various types of data. Once you have tested your cplection using one or more documents, you can proceed to integrating Zoho CRM with MongoDB Realm by fplowing these steps:
    • Launch Zoho CRM and navigate to Settings > General Settings. Here you will find an option labeled “Enable External Data Sources Integration” that needs to be checked in order for Zoho CRM to recognize MongoDB Realm as an external data source. Once this option is checked, all that remains is to enter your MongoDB host address into the box labeled “Data Source Hostname or IP Address” fplowed by your port number (default 27017. and database name (this should be your cplection name. For example, if your database name was “test” then your settings would look like this. “test:27017”. Then click “Save Settings” at the bottom of this page and you are ready to start using your cplection in Zoho CRM! You can now import contacts from your MongoDB cplection into an existing campaign or create a new one with all of your contacts as leads or contacts! Be sure to check out our video tutorial below if you need help importing contacts from MongoDB Realm into Zoho CRM!

    Benefits of Integration of Zoho CRM and MongoDB Realm

    There are many benefits associated with integrating Zoho CRM with MongoDB Realm if you use both of these applications regularly for managing customer interactions. Some of these benefits include:

    The process to integrate Zoho CRM and MongoDB Realm 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 November 09,2022 06:11 pm