Devart ODBC for Zoho CRM and Deluge Examples

Devart ODBC for Zoho CRM is a powerful tool that enables users to connect Zoho CRM to various third-party applications, databases, and analytics tools via the ODBC (Open Database Connectivity) standard.This enables companies to work with their Zoho CRM data in well-known settings such as Tableau, Power BI, or Microsoft Excel, among others. The ODBC driver facilitates smooth data extraction, modification, and reporting by bridging the gap between Zoho CRM and external systems.

The operation of Devart ODBC for Zoho CRM, its applications, and several instances of combining Zoho CRM data with Deluge (Zoho’s scripting language) to automate procedures will all be covered in this article.

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What is Devart ODBC for Zoho CRM?

A common API for database management systems (DBMS) access is called ODBC. Devart’s ODBC Driver for Zoho CRM makes it possible to query Zoho CRM data as if it were a regular database, without requiring custom API calls or deep integrations. This makes it possible for users to extract CRM data for analysis, reporting, and system synchronization.

Key features of Devart ODBC for Zoho CRM include:

Bi-directional Data Sync: You can query data and also push updates back to Zoho CRM.
Real-Time Access: Allows you to work with live Zoho CRM data in external tools.
Easy Integration: Can be integrated with a variety of tools and applications that support ODBC, such as MS Excel, Tableau, Power BI, and others.
Custom Queries: The ODBC driver supports SQL queries, so you can easily select, filter, and analyze your CRM data.

Use Cases for Devart ODBC for Zoho CRM

Reporting & Analytics: With this integration, businesses can create custom reports and dashboards by importing Zoho CRM data into Excel or BI tools like Power BI and Tableau.
Data Migration: The ODBC connection enables businesses to migrate data between Zoho CRM and other systems or databases.
Custom Applications: Developers can use the ODBC connection to build custom applications or tools that require access to Zoho CRM data.

Deluge and Devart ODBC for Zoho CRM

Deluge (short for Data Enriched Language for the Universal Grid Environment) is Zoho’s scripting language that enables automation of tasks, customization of Zoho apps, and integration with external systems.

While the ODBC driver itself is typically used for integrating Zoho CRM with external applications (like Excel, Tableau, etc.), Deluge can be used to interact with this data within the Zoho ecosystem, allowing users to perform advanced automation, data manipulation, and custom workflows.

In Deluge, you can use Zoho CRM’s inbuilt features (such as the zoho.crm functions) to interact with your CRM data, while combining it with external systems via ODBC or API calls.

Deluge Examples with Devart ODBC for Zoho CRM

Sync Data from External Database to Zoho CRM You can set up a Deluge script that fetches data from an external database connected via ODBC and updates corresponding records in Zoho CRM.Example:

deluge

// Fetch data from external database via ODBC connection (this assumes integration with an external system) external_data = zoho.db.query("SELECT * FROM leads_table WHERE status='Active'");// Iterate through the fetched data and update CRM records
for each record in external_data
{
// Create or update leads in Zoho CRM
lead = Map();
lead.put(“First Name”, record.get(“first_name”));
lead.put(“Last Name”, record.get(“last_name”));
lead.put(“Email”, record.get(“email”));
lead.put(“Phone”, record.get(“phone”));

// Add the lead to Zoho CRM
add_lead = zoho.crm.create(“Leads”, lead);
}

In this example:
- Data is fetched from an external database using SQL (via ODBC).
- The script loops through the data and creates corresponding leads in Zoho CRM.
Generate Reports from Zoho CRM Data and External Data You can write Deluge scripts to fetch Zoho CRM data and merge it with data from external sources (via ODBC) for comprehensive reporting.Example:

deluge

// Fetch CRM data (e.g., deals) crm_deals = zoho.crm.getRecords("Deals", 1, 100); // Fetch the first 100 records// Fetch data from an external database (e.g., sales data)
sales_data = zoho.db.query(“SELECT * FROM sales WHERE deal_id IN (SELECT deal_id FROM zoho_deals)”);

// Merge data and create a report
report = List();
for each deal in crm_deals
{
for each sale in sales_data
{
if (deal.get(“Deal ID”) == sale.get(“deal_id”))
{
// Combine Zoho CRM data and external data
report_item = Map();
report_item.put(“Deal Name”, deal.get(“Deal Name”));
report_item.put(“Sales Amount”, sale.get(“sales_amount”));
report.add(report_item);
}
}
}

// Send the report (can be sent via email or stored in a file)
zoho.mail.send(“recipient@example.com”, “Sales Report”, report.toString());

In this case:
- Deluge fetches both Zoho CRM data (deals) and external data (sales) from an ODBC-connected database.
- The data is merged based on a common field (e.g., Deal ID).
- A report is generated and sent via email.
Trigger Zoho CRM Updates Based on External Database Changes With Deluge, you can automate updates to Zoho CRM records whenever changes occur in an external database connected via ODBC.Example:

deluge

// Fetch records from the external database updated_data = zoho.db.query("SELECT * FROM customer_updates WHERE status='Updated'");// Loop through the updated records
for each update in updated_data
{
// Prepare a map to update the customer record in Zoho CRM
customer_update = Map();
customer_update.put(“Phone”, update.get(“phone”));
customer_update.put(“Email”, update.get(“email”));

// Update the corresponding customer record in Zoho CRM
update_customer = zoho.crm.update(“Contacts”, update.get(“contact_id”).toLong(), customer_update);
}

This example:
- Tracks changes in an external database (customer updates).
- Automatically updates the corresponding customer records in Zoho CRM based on the contact_id.

Conclusion

Devart ODBC for Zoho CRM and Deluge together provide a powerful solution for businesses looking to integrate Zoho CRM with other systems and automate tasks. The ODBC driver makes it easy to pull data from external databases, while Deluge enables you to manipulate, automate, and push updates to Zoho CRM based on real-time data.

These integrations offer businesses flexibility in managing and reporting on their CRM data, driving better decision-making and efficiency in operations. Whether it’s for syncing data, reporting, or automating workflows, leveraging Devart ODBC for Zoho CRM in conjunction with Deluge can significantly enhance your CRM processes.

For more information about the Devart ODBC for Zoho CRM and Deluge, visit this link.

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