The unified customer journey platform for online business. Customer journeys made remarkable.
Emit new event when a contact is created in your Ortto account.
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Creates a unique activity for a person. Can optionally initialize a new record beforehand. See the documentation
Converts a Lead into a Contact or an Account. See the documentation
Create or update a preexisting person in the Ortto account. See the documentation
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.
The Ortto API unleashes the power to streamline customer relationship management by automating personalized customer journeys, tracking user actions, and integrating with a variety of services to enhance marketing and sales strategies. With Ortto on Pipedream, you can create intricate workflows that respond dynamically to customer interactions, update CRM records, send targeted communications, and much more, building a rich, automated system that nurtures leads and cultivates customer loyalty.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
ortto: {
type: "app",
app: "ortto",
}
},
async run({steps, $}) {
const data = {
"fields": ["str::email", "str::first", "str::last"]
}
return await axios($, {
method: "post",
url: `https://${this.ortto.$auth.region}/v1/person/get`,
headers: {
"X-Api-Key": `${this.ortto.$auth.api_key}`,
"Content-Type": `application/json`,
},
data,
})
},
})
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.
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}`,
},
})
},
})