Integrate the Iterate API with the Zoho CRM API

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

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Popular Ways to Connect Iterate with Zoho CRM#

Convert Lead with Zoho CRM API on New Question Answer from Iterate API

Iterate + Zoho CRM

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Convert Lead with Zoho CRM API on New Survey Response from Iterate API

Iterate + Zoho CRM

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Create Object with Zoho CRM API on New Question Answer from Iterate API

Iterate + Zoho CRM

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Create Object with Zoho CRM API on New Survey Response from Iterate API

Iterate + Zoho CRM

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Download Attachment with Zoho CRM API on New Question Answer from Iterate API

Iterate + Zoho CRM

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Popular Iterate and Zoho CRM Triggers#

New Question Answer from the Iterate API

Emit new event when a question is answered.

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New Survey Response from the Iterate API

Emit new event when a survey is answered.

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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 Iterate 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 Iterate#

The Iterate API, part of the Planview suite, is tailored for sophisticated task and project management, providing endpoints to manipulate boards, cards, and work items in LeanKit. Leveraging the Iterate API on Pipedream unlocks the potential for creating streamlined, serverless automations that can trigger actions across various platforms, react to changes in project status, and synchronize data between tools, all in real-time.

Connect Iterate#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    iterate: {
      type: "app",
      app: "iterate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://iteratehq.com/api/v1/surveys`,
      params: {
        access_token: `${this.iterate.$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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