Integrate the Customer Fields API with the Zoho CRM API

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

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Popular Ways to Connect Customer Fields with Zoho CRM#

Convert Lead with Zoho CRM API on Customer Created (Instant) from Customer Fields API

Customer Fields + Zoho CRM

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Convert Lead with Zoho CRM API on Customer Updated (Instant) from Customer Fields API

Customer Fields + Zoho CRM

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

Zoho CRM + Customer Fields

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Create Customer with Customer Fields API on New Event (Instant) from Zoho CRM API

Zoho CRM + Customer Fields

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Create Customer with Customer Fields API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Customer Fields

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Popular Customer Fields and Zoho CRM Triggers#

Customer Created (Instant) from the Customer Fields API

Trigger when a new customer is added to the database. See the documentation.

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Customer Updated (Instant) from the Customer Fields API

Trigger when a profile of a customer has been updated or changed. See the documentation.

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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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Popular Customer Fields and Zoho CRM Actions#

Create Customer with the Customer Fields API

Create a new customer with detailed attributes using the provided data. 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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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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Update Customer with the Customer Fields API

Update an existing customer's information with new provided data. See the documentation.

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Overview of Customer Fields#

The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.

Connect Customer Fields#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    customer_fields: {
      type: "app",
      app: "customer_fields",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.customerfields.com/api/v2/shop.json`,
      headers: {
        Authorization: `Bearer ${this.customer_fields.$auth.oauth_access_token}`,
        "accept": `application/json`,
        "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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