Integrate the Cloudpresenter API with the Zoho CRM API

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

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Popular Ways to Connect Cloudpresenter with Zoho CRM#

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

Cloudpresenter + Zoho CRM

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

Zoho CRM + Cloudpresenter

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

Zoho CRM + Cloudpresenter

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

Zoho CRM + Cloudpresenter

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Create Contact with Cloudpresenter API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Cloudpresenter

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Popular Cloudpresenter and Zoho CRM Triggers#

New Contact Created from the Cloudpresenter API

Emit new event when a user adds a new contact in Cloudpresenter.

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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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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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Popular Cloudpresenter and Zoho CRM Actions#

Create Contact with the Cloudpresenter API

Creates a new contact within the Cloudpresenter application. 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 Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Update Contact with the Cloudpresenter API

Updates an existing contact within the Cloudpresenter application. 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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Connect Cloudpresenter#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    cloudpresenter: {
      type: "app",
      app: "cloudpresenter",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api2.cloudpresenter.com/v1/contacts`,
      headers: {
        Authorization: `Bearer ${this.cloudpresenter.$auth.oauth_access_token}`,
        "origin": `${this.cloudpresenter.$auth.api_base_url}`,
        "workspace": `${this.cloudpresenter.$auth.workspace_id}`,
      },
    })
  },
})

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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