Integrate the Holded API with the Zoho CRM API

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

Popular Ways to Connect Holded with Zoho CRM#

Convert Lead with Zoho CRM API on New Contact Created from Holded API

Holded + Zoho CRM

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Convert Lead with Zoho CRM API on New Invoice Created from Holded API

Holded + Zoho CRM

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

Zoho CRM + Holded

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Create Contact with Holded API on New Event (Instant) from Zoho CRM API

Zoho CRM + Holded

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Create Contact with Holded API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Holded

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Popular Holded and Zoho CRM Triggers#

New Contact Created from the Holded API

Emit new event when an existing contact is created in Holded. See the docs.

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New Invoice Created from the Holded API

Emit new event when invoice is generated in Holded. See the docs.

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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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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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Popular Holded and Zoho CRM Actions#

Create Contact with the Holded API

Add a new contact to Holded. See the docs.

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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 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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Send Email with the Holded API

Deliver an email with a document to a contact through Holded. See the docs.

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Overview of Holded#

The Holded API offers access to a versatile platform that combines accounting, invoicing, inventory, and project management. It's designed to streamline various business processes. With Pipedream, you can connect Holded to hundreds of other apps to automate workflows. This means you can sync invoices with your CRM, get real-time alerts for new sales, or even automate inventory updates. The API's endpoints allow you to manage contacts, products, accounting, and more, enabling your business to stay organized and efficient.

Connect Holded#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    holded: {
      type: "app",
      app: "holded",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.holded.com/api/invoicing/v1/contacts`,
      headers: {
        "Accept": `application/json`,
        "key": `${this.holded.$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}`,
      },
    })
  },
})