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with Freshdesk and Zoho CRM?
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Popular Ways to Connect Freshdesk with Zoho CRM#
Popular Freshdesk and Zoho CRM Triggers#
Emit new event when a contact is updated. See the documentation
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Popular Freshdesk and Zoho CRM Actions#
Add a note or conversation to an existing ticket. See the documentation
Converts a Lead into a Contact or an Account. See the documentation
Add tags to a ticket (appends to existing tags). See the documentation
Assign a Freshdesk ticket to a specific agent. See the documentation
Overview of Freshdesk#
The Freshdesk API empowers you to interact programmatically with your customer support platform, creating possibilities for automating repetitive tasks, integrating with other services, and enhancing customer experiences. With Pipedream, you can effortlessly connect Freshdesk to a multitude of apps, tapping into triggers and actions that streamline workflows. For instance, you can automate ticket creation, sync customer issues with a CRM, or trigger notifications based on ticket updates, all within a serverless environment.
Connect Freshdesk#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
freshdesk: {
type: "app",
app: "freshdesk",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.freshdesk.$auth.domain}.freshdesk.com/api/v2/tickets`,
auth: {
username: `${this.freshdesk.$auth.api_key}:X`,
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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