Integrate the Copper API with the Zoho CRM API

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

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Popular Ways to Connect Copper with Zoho CRM#

Associate to Project with Copper API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Copper

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Associate to Project with Copper API on New Event (Instant) from Zoho CRM API

Zoho CRM + Copper

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Associate to Project with Copper API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Copper

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Associate to Project with Copper API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Copper

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Associate to Project with Copper API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Copper

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Popular Copper and Zoho CRM Triggers#

New Lead (Instant) from the Copper API

Emit new event when a new lead is created in Copper

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New Opportunity (Instant) from the Copper API

Emit new event when a new opportunity is created in Copper

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New Person (Instant) from the Copper API

Emit new event when a person object is newly created in Copper

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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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Popular Copper and Zoho CRM Actions#

Associate to Project with the Copper API

Relates an existing project with an existing CRM object. 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 or Update Person with the Copper API

Creates a new person or updates an existing one based on email address. 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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Create or Update Project with the Copper API

Creates a new project or updates an existing one based on the project name. See the documentation

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Overview of Copper#

Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.

Connect Copper#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    copper: {
      type: "app",
      app: "copper",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.prosperworks.com/developer_api/v1/account`,
      headers: {
        "X-PW-AccessToken": `${this.copper.$auth.api_key}`,
        "X-PW-Application": `developer_api`,
        "X-PW-UserEmail": `${this.copper.$auth.email}`,
        "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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