Integrate the Pipefy API with the Zoho CRM API

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

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Popular Ways to Connect Pipefy with Zoho CRM#

Convert Lead with Zoho CRM API on Card Created (Instant) from Pipefy API

Pipefy + Zoho CRM

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Convert Lead with Zoho CRM API on Card Done (Instant) from Pipefy API

Pipefy + Zoho CRM

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Convert Lead with Zoho CRM API on Card Expired from Pipefy API

Pipefy + Zoho CRM

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Convert Lead with Zoho CRM API on Card Field Updated (Instant) from Pipefy API

Pipefy + Zoho CRM

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Convert Lead with Zoho CRM API on Card Late from Pipefy API

Pipefy + Zoho CRM

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Popular Pipefy and Zoho CRM Triggers#

Card Created (Instant) from the Pipefy API

Emits an event for each new card created in a Pipe.

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Card Done (Instant) from the Pipefy API

Emits an event each time a card is moved to Done a Pipe.

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Card Expired from the Pipefy API

Emits an event each time a card becomes expired in a Pipe.

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Card Field Updated (Instant) from the Pipefy API

Emits an event each time a card field is updated in a Pipe.

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Card Late from the Pipefy API

Emits an event each time a card becomes late in a Pipe.

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Popular Pipefy 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 Pipefy#

Pipefy is a platform that empowers users to streamline complex processes and workflows without the need for technical skills. With the Pipefy API, you can automate various aspects of your Pipefy environment, such as creating cards, updating fields, and managing pipelines programmatically. Use Pipedream to connect Pipefy with hundreds of other apps and orchestrate workflows that can save time, reduce errors, and enhance efficiency.

Connect Pipefy#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipefy: {
      type: "app",
      app: "pipefy",
    }
  },
  async run({steps, $}) {
    const data = {
      "query": `{ me { name } }`,
    }
    return await axios($, {
      method: "post",
      url: `https://api.pipefy.com/graphql`,
      headers: {
        Authorization: `Bearer ${this.pipefy.$auth.token}`,
      },
      data,
    })
  },
})

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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