Convert Lead with Zoho CRM API on New or Updated Leads from Confection API

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Trigger workflow on

New or Updated Leads from the Confection API

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Convert Lead with the Zoho CRM API

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Getting Started#

This integration creates a workflow with a Confection trigger and Zoho CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New or Updated Leads trigger
1. Connect your Confection account
2. Configure timer
Configure the Convert Lead action
1. Connect your Zoho CRM account
2. Select a Lead
3. Optional- Select a Account
4. Optional- Select a Contact
5. Optional- Select a User
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New or Updated Leads on Confection

Description:Emit new event when any UUID is created or updated. To learn more about how Confection handles UUIDs, visit https://confection.io/main/demo/#uuid.

Version:0.1.0

Key:confection-new-updated-leads

View on GitHub

Confection Overview#

Confection API provides a robust solution for collecting, managing, and utilizing user data in compliance with privacy regulations. It helps businesses capture data lost due to ad blockers and privacy tech, ensuring you don't miss out on valuable insights. With Pipedream, you can harness this data in real-time, triggering actions, analyzing trends, or integrating with other services for a comprehensive data strategy.

Trigger Code#

import common from "../common.mjs";

export default {
  key: "confection-new-updated-leads",
  name: "New or Updated Leads",
  version: "0.1.0",
  dedupe: "unique",
  type: "source",
  description:
    "Emit new event when any UUID is created or updated. To learn more about how Confection handles UUIDs, visit https://confection.io/main/demo/#uuid.",
  props: common.props,

  methods: {
    ...common.methods,
    /**
     * Get summary for the triggered event
     *
     * @param {string} uuid - Emitted data UUID
     */
    getSummary(uuid) {
      return `New or updated UUID: ${uuid}`;
    },
    /**
     * Get data from Confection Live API
     *
     * @param {string} lastTimestamp - Start of results time frame
     * @param {string} timestamp - End of results time frame
     */
    getSourceData(lastTimestamp, timestamp) {
      return this.confection.getNewOrUpdatedLeads(lastTimestamp, timestamp);
    },
  },
  run: common.run,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Confection	`confection`	`app`	This component uses the Confection app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

Confection uses API keys for authentication. When you connect your Confection account, Pipedream securely stores the keys so you can easily authenticate to Confection APIs in both code and no-code steps.

Find your account ID and API keys here: https://dashboard.confection.io/my-keys

Need an account? Using Confection for the first time? Please see our quick-start guide: https://confection.io/quick-start/pipedream

About Confection#

Confection collects, stores, and distributes data in a way that's unaffected by client-side disruptions involving cookies, cross-domain scripts, and device IDs. It's also compliant with global privacy laws so it’s good for people too.

Action#

Convert Lead on Zoho CRM

Description:Converts a Lead into a Contact or an Account. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/convert-lead.html)

Version:0.1.1

Key:zoho_crm-convert-lead

View on GitHub

Zoho CRM Overview#

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.

Action Code#

import zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-convert-lead",
  name: "Convert Lead",
  description: "Converts a Lead into a Contact or an Account. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/convert-lead.html)",
  version: "0.1.1",
  type: "action",
  props: {
    zohoCrm,
    lead: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Leads",
        }),
      ],
      label: "Lead",
      description: "Unique identifier of the lead record to be converted",
    },
    account: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Accounts",
        }),
      ],
      label: "Account",
      description: "Use this key to associate an account with the lead being converted. Pass the unique and valid account ID.",
      optional: true,
    },
    contact: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Contacts",
        }),
      ],
      label: "Contact",
      description: "Use this key to associate a contact with the lead being converted. Pass the unique and valid contact ID.",
      optional: true,
    },
    user: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "users?type=ActiveUsers",
        }),
      ],
      label: "User",
      description: "Use this key to assign record owner for the new contact and account. Pass the unique and valid user ID.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      lead,
      account,
      contact,
      user,
    } = this;
    const data = {
      data: [
        this.zohoCrm.omitEmptyStringValues({
          Accounts: account,
          Contacts: contact,
          assign_to: user,
        }),
      ],
    };
    const res = await this.zohoCrm.convertLead(lead, data, $);
    $.export("$summary", "Successfully converted lead");
    return res;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
Lead	`lead`	`string`	Select a value from the drop down menu.
Account	`account`	`string`	Select a value from the drop down menu.
Contact	`contact`	`string`	Select a value from the drop down menu.
User	`user`	`string`	Select a value from the drop down menu.

Action Authentication#

Zoho CRM uses OAuth authentication. When you connect your Zoho CRM account, Pipedream will open a popup window where you can sign into Zoho CRM and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho CRM API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoCRM.settings.allZohoCRM.users.allZohoCRM.org.allZohoCRM.modules.allZohoCRM.bulk.allZohoCRM.notifications.readZohoCRM.notifications.createZohoCRM.notifications.updateZohoCRM.notifications.deleteZohoCRM.coql.READZohoCRM.functions.execute.READZohoCRM.functions.execute.CREATEZohoCRM.templates.email.READZohoCRM.templates.inventory.READ

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

More Ways to Connect Zoho CRM + Confection#

Other Popular Integrations#

Get Related UUIDs with Confection API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Confection

Convert Lead with Zoho CRM API on New or Updated Leads from Confection API

Pipedream makes it easy to connect APIs for Zoho CRM, Confection and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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