Integrate the Envoy API with the Zoho CRM API

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

Popular Ways to Connect Envoy with Zoho CRM#

Convert Lead with Zoho CRM API on New event when a visitor changes its signed status from Envoy API

Envoy + Zoho CRM

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Convert Lead with Zoho CRM API on New event when a visitor is invited from Envoy API

Envoy + Zoho CRM

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Create an Invite with Envoy API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Envoy

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Create an Invite with Envoy API on New Event (Instant) from Zoho CRM API

Zoho CRM + Envoy

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Create an Invite with Envoy API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Envoy

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Popular Envoy and Zoho CRM Triggers#

New event when a visitor changes its signed status from the Envoy API

Emit new event for each visitor who signed in or out. See the docs.

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New event when a visitor is invited from the Envoy API

Emit new event for each invitations to a person or a group of people to visit a location. See the docs.

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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 Envoy and Zoho CRM Actions#

Create an Invite with the Envoy API

Create an Invite to a person to visit a location. See the docs.

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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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Get Object with the Zoho CRM API

Gets record data given its id.

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Overview of Envoy#

The Envoy API empowers users to streamline workplace operations, particularly visitor management, deliveries, and room bookings. Leveraging Pipedream's capabilities, you can automate tasks involving these aspects. For example, you can receive notifications when guests arrive, sync visitor data with other systems, or automate the creation and management of room bookings.

Connect Envoy#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    envoy: {
      type: "app",
      app: "envoy",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.envoy.com/v1/employees/`,
      headers: {
        Authorization: `Bearer ${this.envoy.$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}`,
      },
    })
  },
})