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with Freshsales and Zoho CRM?
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Popular Ways to Connect Freshsales with Zoho CRM#
Popular Freshsales and Zoho CRM Triggers#
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
Emits an event each time a new contact is created or updated in Zoho CRM
Popular Freshsales and Zoho CRM Actions#
Create a new contact in your Freshsales account. See the documentation
Converts a Lead into a Contact or an Account. See the documentation
Create a new deal in your Freshsales account. See the documentation
Fetch all contacts from your Freshsales account. See the documentation
Overview of Freshsales#
The Freshsales API offers a suite of functionalities to enhance your CRM experience by automating sales processes, syncing customer data, and integrating with other business applications. By leveraging Pipedream's serverless platform, you can create custom automations that trigger actions within Freshsales or in other apps, based on events in Freshsales. This opens up possibilities for sales teams to streamline lead management, enhance customer engagement, and analyze sales performance.
Connect Freshsales#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
freshsales: {
type: "app",
app: "freshsales",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.freshsales.$auth.bundle_alias}/api/tasks?filter=open&include=owner`,
headers: {
"Content-Type": `application/json`,
"Authorization": `Token token=${this.freshsales.$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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