Zoho CRM and Postgres integration

Save yourself the work of writing custom integrations for Zoho CRM and Postgres and use n8n instead. Build adaptable and scalable Communication, Sales, Development, and Data & Storage workflows that work with your technology stack. All within a building experience you will love.

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How to connect Zoho CRM and Postgres

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Zoho CRM and Postgres integration: Create a new workflow and add the first step

Step 2: Add and configure Zoho CRM and Postgres nodes

You can find Zoho CRM and Postgres in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Zoho CRM and Postgres nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Zoho CRM and Postgres integration: Add and configure Zoho CRM and Postgres nodes

Step 3: Connect Zoho CRM and Postgres

A connection establishes a link between Zoho CRM and Postgres (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Zoho CRM and Postgres integration: Connect Zoho CRM and Postgres

Step 4: Customize and extend your Zoho CRM and Postgres integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Zoho CRM and Postgres with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Zoho CRM and Postgres integration: Customize and extend your Zoho CRM and Postgres integration

Step 5: Test and activate your Zoho CRM and Postgres workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Zoho CRM to Postgres or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Zoho CRM and Postgres integration: Test and activate your Zoho CRM and Postgres workflow

Build your own Zoho CRM and Postgres integration

Create custom Zoho CRM and Postgres workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Zoho CRM supported actions

Create

Create an account

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Update

Update an account

Create

Create a contact

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create a deal

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create an invoice

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an invoice

Get

Get an invoice

Get Many

Get many invoices

Update

Update an invoice

Create

Create a lead

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Fields

Get lead fields

Get Many

Get many leads

Update

Update a lead

Create

Create a product

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a product

Get

Get a product

Get Many

Get many products

Update

Update a product

Create

Create a purchase order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a purchase order

Get

Get a purchase order

Get Many

Get many purchase orders

Update

Update a purchase order

Create

Create a quote

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a quote

Get

Get a quote

Get Many

Get many quotes

Update

Update a quote

Create

Create a sales order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a sales order

Get

Get a sales order

Get Many

Get many sales orders

Update

Update a sales order

Create

Create a vendor

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a vendor

Get

Get a vendor

Get Many

Get many vendors

Update

Update a vendor

Postgres supported actions

Database

Delete

Delete an entire table or rows in a table

Execute Query

Execute an SQL query

Insert

Insert rows in a table

Insert or Update

Insert or update rows in a table

Select

Select rows from a table

Update

Update rows in a table

Zoho CRM and Postgres integration details

Zoho CRM is an online customer relationship management software for managing your sales, marketing, and support in a single system. It helps businesses engage with customers, convert more leads, and grow their revenue by closing more deals.

Zoho CRM node docs + examples

Zoho CRM credential docs

See Zoho CRM integrations

Related categories

Communication

Sales

Postgres, or PostgresSQL, is a free, open-source tool that helps you emphasize extensibility and SQL compliance. It is an advanced object-relational database that provides high performance, reliability and feature robustness.

Postgres node docs + examples

Postgres credential docs

See Postgres integrations

Related categories

Development

Data & Storage

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