Cloze
Cloze automatically keeps track of your email, phone calls, text messages, meetings, documents, Evernote, LinkedIn, Facebook, and Twitter.
Integrate the Cloze API with the Zoho CRM API
Setup the Cloze API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Cloze and Zoho CRM remarkably fast. Free for developers.
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Popular Cloze and Zoho CRM Triggers#
Emit new event when significant changes regarding a company are detected. See the documentation.
Emit new event when significant changes happen to a person. See the documentation.
Emit new event when a significant change occurs in a project. See the documentation.
Emits an event each time a new contact is created in Zoho CRM
Popular Cloze and Zoho CRM Actions#
Converts a Lead into a Contact or an Account. See the documentation
Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. See the documentation.
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.
Overview of Cloze#
The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.
Connect Cloze#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
cloze: {
type: "app",
app: "cloze",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.cloze.com/v1/profile`,
headers: {
Authorization: `Bearer ${this.cloze.$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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