Integrate the Clientify API with the Zoho CRM API

Setup the Clientify API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Clientify and Zoho CRM remarkably fast. Free for developers.

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Popular Ways to Connect Clientify with Zoho CRM#

Convert Lead with Zoho CRM API on New Contact Created from Clientify API

Clientify + Zoho CRM

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Convert Lead with Zoho CRM API on New Task Completed from Clientify API

Clientify + Zoho CRM

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Create Contact with Clientify API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Clientify

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Create Contact with Clientify API on New Event (Instant) from Zoho CRM API

Zoho CRM + Clientify

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Create Contact with Clientify API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Clientify

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Popular Clientify and Zoho CRM Triggers#

New Contact Created from the Clientify API

Emit new event when a new contact is created.

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New Task Completed from the Clientify API

Emit new event when a task is completed.

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New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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Popular Clientify and Zoho CRM Actions#

Create Contact with the Clientify API

Create a new contact. See the documentation

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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Create Task with the Clientify API

Add a new task. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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Overview of Clientify#

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Connect Clientify#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clientify: {
      type: "app",
      app: "clientify",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.clientify.net/v1/users/`,
      headers: {
        "Authorization": `Token ${this.clientify.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

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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