Integrate the Customer.io API with the Zoho CRM API

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

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Popular Ways to Connect Customer.io with Zoho CRM#

Add Customers to Segment with Customer.io API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Customer.io

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Add Customers to Segment with Customer.io API on New Event (Instant) from Zoho CRM API

Zoho CRM + Customer.io

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Add Customers to Segment with Customer.io API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Customer.io

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Add Customers to Segment with Customer.io API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Customer.io

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Add Customers to Segment with Customer.io API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Customer.io

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Popular Customer.io and Zoho CRM Triggers#

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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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

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Popular Customer.io and Zoho CRM Actions#

Add Customers to Segment with the Customer.io API

Add people to a manual segment by ID. You are limited to 1000 customer IDs per request. See the docs here

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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 Customer with the Customer.io API

Creates or update a customer. See the docs here

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Send Event To with the Customer.io API

Sends an event to Customer.io. See the docs here

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Overview of Customer.io#

Customer.io is a versatile automation tool that allows you to harness the power of email, SMS, and push notifications to create personalized customer experiences. With its comprehensive API, Customer.io enables you to track customer interactions, segment audiences, and trigger targeted communications based on user behavior and data. By leveraging Pipedream, you can easily connect Customer.io to various other services and APIs to automate complex workflows, synthesize data, and respond to events in real-time.

Connect Customer.io#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    customer_io: {
      type: "app",
      app: "customer_io",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://track.customer.io/api/v1/accounts/region`,
      auth: {
        username: `${this.customer_io.$auth.site_id}`,
        password: `${this.customer_io.$auth.api_key}`,
      },
    })
  },
})

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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