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with Microsoft Excel and Zoho CRM?
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Popular Ways to Connect Microsoft Excel with Zoho CRM#
Popular Microsoft Excel and Zoho CRM Triggers#
Emit new event when when a specific cell's value changes in an Excel worksheet
Emit new event when when a new row is added to an Excel worksheet
Emits an event each time a new contact is created in Zoho CRM
Emit new event when a new Excel spreadsheet is created.
Popular Microsoft Excel and Zoho CRM Actions#
Adds rows to the end of specific table. See the documentation
Converts a Lead into a Contact or an Account. See the documentation
Insert a new row into a specified Excel worksheet. See the documentation
Find a row by column and value in an Excel worksheet. See the documentation
Overview of Microsoft Excel#
The Microsoft Excel API on Pipedream allows you to automate spreadsheet tasks, manipulate data, and integrate Excel with other apps and services. Through Pipedream, you can create serverless workflows that react to events, perform operations on Excel files like reading, writing, updating cells, and managing worksheets. This API turns Excel into a powerful tool for data analysis, report generation, and task automation without manual intervention.
Connect Microsoft Excel#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_excel: {
type: "app",
app: "microsoft_excel",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.microsoft_excel.$auth.oauth_access_token}`,
},
})
},
})
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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