Integrate the Persona API with the Zoho CRM API

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

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Popular Persona and Zoho CRM Triggers#

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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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

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Popular Persona 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 Persona#

The Persona API lets you automate identity verification processes, tailor user onboarding, and ensure compliance with ease. Within Pipedream, you can use this API to create robust serverless workflows that trigger actions based on verification status, update CRM records, or even flag high-risk activities. Combining Persona with Pipedream's vast suite of integrated apps means you can streamline operations, enhance user trust, and maintain security without the heavy lifting of manual intervention.

Connect Persona#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    persona: {
      type: "app",
      app: "persona",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://withpersona.com/api/v1/accounts`,
      headers: {
        Authorization: `Bearer ${this.persona.$auth.api_key}`,
        "Accept": `application/json`,
        "Persona-Version": `2023-01-05`,
      },
    })
  },
})

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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