Integrate the Insightly API with the Zoho CRM API

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

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Popular Ways to Connect Insightly with Zoho CRM#

Convert Lead with Zoho CRM API on Deleted Record from Insightly API

Insightly + Zoho CRM

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Convert Lead with Zoho CRM API on New Record from Insightly API

Insightly + Zoho CRM

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Convert Lead with Zoho CRM API on Updated Record from Insightly API

Insightly + Zoho CRM

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

Zoho CRM + Insightly

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

Zoho CRM + Insightly

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Popular Insightly and Zoho CRM Triggers#

Deleted Record from the Insightly API

Emit new event when a record is deleted.

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New Record from the Insightly API

Emit new event when a new record is created.

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Updated Record from the Insightly API

Emit new event when a new record is created.

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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 Insightly and Zoho CRM Actions#

Create Contact with the Insightly API

Creates a new contact. See 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 Task with the Insightly API

Creates a new task. See 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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Overview of Insightly#

Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to hundreds of apps to streamline tasks, from lead management to project tracking.

Connect Insightly#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    insightly: {
      type: "app",
      app: "insightly",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.${this.insightly.$auth.pod}.insightly.com/v3.1/Contacts`,
      auth: {
        username: `${this.insightly.$auth.api_key}`,
        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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