Integrate the Relavate API with the Zoho CRM API

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

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Popular Ways to Connect Relavate with Zoho CRM#

Convert Lead with Zoho CRM API on New Affiliate Campaign from Relavate API

Relavate + Zoho CRM

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Convert Lead with Zoho CRM API on New Referral from Relavate API

Relavate + Zoho CRM

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Create Affiliate Lead with Relavate API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Relavate

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Create Affiliate Lead with Relavate API on New Event (Instant) from Zoho CRM API

Zoho CRM + Relavate

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Create Affiliate Lead with Relavate API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Relavate

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Popular Relavate and Zoho CRM Triggers#

New Affiliate Campaign from the Relavate API

Emit new event when a new affiliate campaign is created.

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New Referral from the Relavate API

Emit new event when a new referral is created in Relavate

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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 Relavate and Zoho CRM Actions#

Create Affiliate Lead with the Relavate API

This component enables you to create a new affiliate lead for marketing. 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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Get Object with the Zoho CRM API

Gets record data given its id.

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Overview of Relavate#

The Relavate API provides tools for managing customer relations and sales efforts, enabling users to automate and optimize their CRM activities. With capabilities for managing contacts, companies, deals, and tasks, the API can serve as a backbone for CRM automation, enhancing customer interaction and business processes efficiency. On Pipedream, you can leverage these functionalities to create advanced workflows, integrate with other apps, and automate tasks based on events from the Relavate system or external triggers.

Connect Relavate#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    relavate: {
      type: "app",
      app: "relavate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.relavate.co/api/vendors/partners/all`,
      headers: {
        "X-key": `${this.relavate.$auth.api_key}`,
        "X-secret": `${this.relavate.$auth.api_secret}`,
        "X-partnerType": `${this.relavate.$auth.partner_type}`,
      },
    })
  },
})

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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