Integrate the Close API with the Zoho CRM API

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

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Popular Ways to Connect Close with Zoho CRM#

Convert Lead with Zoho CRM API on New Custom Event from Close API

Close + Zoho CRM

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Convert Lead with Zoho CRM API on New Lead from Close API

Close + Zoho CRM

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Convert Lead with Zoho CRM API on New Lead Status Change from Close API

Close + Zoho CRM

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Convert Lead with Zoho CRM API on New Opportunity from Close API

Close + Zoho CRM

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

Zoho CRM + Close

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Popular Close and Zoho CRM Triggers#

New Custom Event from the Close API

Emit new event when configured type of events triggered, See all possibilities

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New Lead from the Close API

Emit new event when a new Lead is created

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New Lead Status Change from the Close API

Emit new event when a Lead status is changed

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New Opportunity from the Close API

Emit new event when a new Opportunity is created

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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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Popular Close and Zoho CRM Actions#

Create Lead with the Close API

Creates a lead, See the docs

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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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Custom Action with the Close API

Makes an aribitrary call to Close API, See for all options.

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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 Close#

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Connect Close#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    close: {
      type: "app",
      app: "close",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.close.com/api/v1/me/`,
      auth: {
        username: `${this.close.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

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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