How do you sync sales CRM with your database?

Platform discussions monday CRM
1

I am checking for a way to sync my database data with CRM and vice versa. I just wanted to know if there is a service or plugin for this?

I am sure that I am not only one facing this but couldn’t find suitable solution for it so that’s why I wanted to post this question.

Otherwise I can ask our devs to integrate with API but that will take some time. It would be easier if there was something.

1 Like
2

Certainly:

  1. Zapier:Allows connecting databases and CRM systems without code.
  2. Integromat:Similar to Zapier, offers automation for data syncing.
  3. SyncApps by Cazoomi:Tailored for CRM integrations with customizable syncing.
  4. Skyvia:Cloud data integration service for databases and CRMs.
  5. Custom Integration: Requires developers to integrate using APIs, offering flexibility but taking more time.
4

Syncing your database with a sales CRM can indeed streamline your workflow and improve data accuracy. There are several ways to achieve this, depending on your CRM and database setup.
One common approach is to use a service or plugin that offers integration capabilities. Many CRMs, including sugar crm, provide plugins or integration options that allow you to sync data bi-directionally between your database and CRM. These plugins often offer customization options to match your specific data requirements.
Before proceeding, it’s important to evaluate your CRM’s documentation and support resources to ensure compatibility with your database and to determine the best approach for your needs.

5

We use Stacksync.cloud to sync our database and CRM. It worked fast and well so far.
We faced the same issue, building in-house with APIs or using Zapier/Make/or other workflow tools were too long, complex and therefore expensive. Stacksync did that out of the box and we had a very good experience with the support. It became a default syncing tool in our stack for other use cases as well. Happy to chat about it if you need anything.

6

With zzBots you can 2-Way Sync your CRMs with Monday.com. zzBots will keep your records in sync and up to date with each other in realtime.

Here is a link: https://www.zzbots.com/integrations/monday

7

Hey @UniqueDev

Syncing your database with CRM can be done more easily with the help of our consultants. Being a recognized monday.com consulting partner, we have helped many organizations with CRM database synchronization. Our consultants use plugins to sync data between your CRM and database in a bi-directional way. By using plugins, our consultants can implement customized database setups to match your specific requirements.

Please connect with our integration experts to assess the feasibility of your synchronization project and gain clarity!