Integrate the Sales Simplify API with the Zoho CRM API

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

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Popular Sales Simplify 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 Sales Simplify 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 Sales Simplify#

The Sales Simplify API, integrated within Pipedream's ecosystem, is a powerhouse for automating sales and customer relationship tasks. Utilize this API to streamline lead management, automate follow-ups, and track customer interactions systematically. With Pipedream, you can effortlessly create serverless workflows that link Sales Simplify with various other apps, providing a cohesive and efficient automation system. Harness the capability to trigger events based on new leads, update customer records in real-time, and generate data-driven insights that keep your sales pipeline flowing smoothly.

Connect Sales Simplify#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sales_simplify: {
      type: "app",
      app: "sales_simplify",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.salessimplify.com/api/v1/lead`,
      headers: {
        Authorization: `Bearer ${this.sales_simplify.$auth.api_key}`,
      },
      params: {
        pageNo: `1`,
        limit: `10`,
      },
    })
  },
})

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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