Integrate the Firmao API with the Zoho CRM API

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

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Popular Ways to Connect Firmao with Zoho CRM#

Convert Lead with Zoho CRM API on New Customer from Firmao API

Firmao + Zoho CRM

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Convert Lead with Zoho CRM API on New Offer from Firmao API

Firmao + Zoho CRM

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Convert Lead with Zoho CRM API on New Task from Firmao API

Firmao + Zoho CRM

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

Zoho CRM + Firmao

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

Zoho CRM + Firmao

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Popular Firmao and Zoho CRM Triggers#

New Customer from the Firmao API

Emit new event when a new customer is created. See the documentation

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New Offer from the Firmao API

Emit new event when a new offer is created. See the documentation

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New Task from the Firmao API

Emit new event when a new task is created. 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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Popular Firmao and Zoho CRM Actions#

Create Customer with the Firmao API

Create a new company customer. 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 Offer with the Firmao API

Create a new quote/offer. 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 Task with the Firmao API

Create a new task for the organization. See the documentation

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Overview of Firmao#

The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.

Connect Firmao#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    firmao: {
      type: "app",
      app: "firmao",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://system.firmao.net/${this.firmao.$auth.organization_id}/svc/v1/contacts`,
      auth: {
        username: `${this.firmao.$auth.api_login}`,
        password: `${this.firmao.$auth.api_password}`,
      },
    })
  },
})

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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