Integrate the Refiner API with the Zoho CRM API

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

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Popular Ways to Connect Refiner with Zoho CRM#

Convert Lead with Zoho CRM API on New Segment Entry from Refiner API

Refiner + Zoho CRM

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Convert Lead with Zoho CRM API on New Survey Completion from Refiner API

Refiner + Zoho CRM

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Create Object with Zoho CRM API on New Segment Entry from Refiner API

Refiner + Zoho CRM

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Create Object with Zoho CRM API on New Survey Completion from Refiner API

Refiner + Zoho CRM

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Download Attachment with Zoho CRM API on New Segment Entry from Refiner API

Refiner + Zoho CRM

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Popular Refiner and Zoho CRM Triggers#

New Segment Entry from the Refiner API

Emit new event whenever a user enters a segment in Refiner. See the documentation

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New Survey Completion from the Refiner API

Emit new event whenever a user completes a survey in Refiner. See the documentation

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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 Refiner and Zoho CRM Actions#

Identify User with the Refiner API

Identify a user with user ID or email. If the user does not exist, a new one will be created. See the documentation

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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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Track Event with the Refiner API

Tracks a user event in Refiner. See the documentation

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Connect Refiner#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    refiner: {
      type: "app",
      app: "refiner",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.refiner.io/v1/account`,
      headers: {
        Authorization: `Bearer ${this.refiner.$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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