Attio
Customer relationship magic. Powerful, flexible and data-driven, Attio makes it easy to build the exact CRM your business needs.
Integrate the Attio API with the Zoho CRM API
Setup the Attio API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Attio and Zoho CRM remarkably fast. Free for developers.
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Popular Attio and Zoho CRM Triggers#
Emit new event when a list entry is deleted (i.e. when a record is removed from a list).
Emit new event when an existing list entry is updated (i.e. when a list attribute is changed for a specific list entry, e.g. when setting "Owner")
Emit new event when a record, such as person, company, or deal, is added to a list
Emit new event when an object attribute is created (e.g. when defining a new attribute "Rating" on the company object)
Popular Attio and Zoho CRM Actions#
Creates a new note for a given record. The note will be linked to the specified record. See the documentation
Converts a Lead into a Contact or an Account. See the documentation
Creates or updates a specific record such as a person or a deal. If the record already exists, it's updated. Otherwise, a new record is created. See the documentation
Deletes an existing entry from a specific list. See the documentation
Connect Attio#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
attio: {
type: "app",
app: "attio",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.attio.com/v2/self`,
headers: {
Authorization: `Bearer ${this.attio.$auth.oauth_access_token}`,
},
})
},
})
Overview of Zoho CRM#
The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.
Connect Zoho CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_crm: {
type: "app",
app: "zoho_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
},
})
},
})
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