Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

Integrate the Salesflare API with the Zoho CRM API

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

Add Contact To Account with Salesflare API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Salesflare
 
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Add Contact To Account with Salesflare API on New Event (Instant) from Zoho CRM API
Zoho CRM + Salesflare
 
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Add Contact To Account with Salesflare API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Salesflare
 
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Add Contact To Account with Salesflare API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Salesflare
 
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Add Contact To Account with Salesflare API on New or Updated Contact (Instant) from Zoho CRM API
Zoho CRM + Salesflare
 
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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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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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Add Contact To Account with the Salesflare API

Adds a contact to an account See the docs here

 
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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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Add User To Account with the Salesflare API

Adds a user to an account See the docs here

 
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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
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Create Account with the Salesflare API

Create an account. See the docs here

 
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Overview of Salesflare

The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.

Connect Salesflare

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

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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}`,
      },
    })
  },
})