Integrate the Heap API with the Zoho CRM API

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

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Popular Heap and Zoho CRM Triggers#

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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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

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Popular Heap and Zoho CRM Actions#

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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List Fields with the Zoho CRM API

Gets the field metadata for the specified module

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Overview of Heap#

The Heap API enables you to automate and integrate your user analytics data with other applications. With Heap, you can extract insights on how users interact with your product, track events without code, and funnel this data into your CRM, marketing tools, or custom dashboards. It's about connecting the dots between user actions and your strategic moves. Heap's API lets you push or pull data, so you're always up-to-date on user behavior and can personalize user experiences at scale.

Connect Heap#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    heap: {
      type: "app",
      app: "heap",
    }
  },
  async run({steps, $}) {
    // From the docs: https://docs.heap.io/reference#track-1
    // "Requests are limited to 30 requests per 30 seconds per identity per app_id"
    return await axios($, {
      method: "POST",
      url: `https://heapanalytics.com/api/track`,
      headers: {
        "Content-Type": "application/json",
      },
      data: {
        app_id: this.heap.$auth.app_id,
        identity: params.identity,
        event: params.event,
        timestamp: params.timestamp || (new Date()).toISOString(),
        properties: params.properties,
      }
    })
  },
})

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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