Convert Lead with Zoho CRM API on New Contact in Segment from eSputnik API

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Trigger workflow on

New Contact in Segment from the eSputnik 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 eSputnik 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 Contact in Segment trigger
1. Connect your eSputnik account
2. Configure Polling Interval
3. Optional- Configure Max API Requests per Execution
4. Select a Segment
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 Contact in Segment on eSputnik

Description:Emit new event when a new contact is added in the specified segment

Version:0.0.2

Key:esputnik-new-contact-in-segment

View on GitHub

eSputnik Overview#

The eSputnik API is a powerful tool for managing and automating your email marketing campaigns and other messaging services. Through the API, you can create targeted email sequences, manage contact lists, track email metrics, and dynamically segment your audience based on their interactions. By leveraging Pipedream's capabilities, you can connect eSputnik with hundreds of other apps to synchronize your marketing efforts, automate responses based on customer behavior, and analyze the effectiveness of your campaigns with advanced analytics.

Trigger Code#

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

export default {
  ...common,
  key: "esputnik-new-contact-in-segment",
  name: "New Contact in Segment",
  description: "Emit new event when a new contact is added in the specified segment",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    segment: {
      propDefinition: [
        common.props.esputnik,
        "segment",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(contact) {
      return this.generateContactMeta(contact);
    },
  },
  async run() {
    const contacts = await this.getPaginatedContacts(this.esputnik.listSegmentContacts.bind(this), {
      params: {
        orderByTs: true,
        asc: false,
      },
      segmentId: this.segment,
    });
    for await (const contact of contacts) {
      const meta = this.generateMeta(contact);
      this.$emit(contact, meta);
    }
  },
};

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
eSputnik	`esputnik`	`app`	This component uses the eSputnik app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the eSputnik API on this schedule
Max API Requests per Execution	`maxRequests`	`integer`	The maximum number of API requests to make per execution (e.g., multiple requests are required to retrieve paginated results).
Segment	`segment`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

You can get your API Key from your eSputnik account in Profile > Settings > API.

About eSputnik#

Communicate with customers through the most convenient channel for them: email, SMS, Viber, web and mobile push notifications, or combine several channels at once.

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

Convert Lead with Zoho CRM API on New Contact in Segment from eSputnik API

Pipedream makes it easy to connect APIs for Zoho CRM, eSputnik 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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