Integrate the Salesmate API with the Zoho CRM API

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

Popular Ways to Connect Salesmate with Zoho CRM#

Add Contact with Salesmate API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Salesmate

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Add Contact with Salesmate API on New Event (Instant) from Zoho CRM API

Zoho CRM + Salesmate

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Add Contact with Salesmate API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Salesmate

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Add Contact with Salesmate API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Salesmate

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Add Contact with Salesmate API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Salesmate

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Popular Salesmate and Zoho CRM Triggers#

New Contact from the Salesmate API

Emit new event when a new contact is created.

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New Deal from the Salesmate API

Emit new event when a new deal is created.

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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 Salesmate and Zoho CRM Actions#

Add Contact with the Salesmate API

This API is used to add a contact. See 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 Deal with the Salesmate API

This API is used to add a deal. See 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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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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Overview of Salesmate#

The Salesmate API enables automation of CRM-related tasks within the Salesmate platform. By leveraging this API on Pipedream, you can craft serverless workflows that interact with Salesmate data, such as contacts, deals, and activities. This allows for seamless integration of Salesmate with other services to enhance sales processes, enable real-time data updates, and trigger custom actions based on specific events within your CRM.

Connect Salesmate#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesmate: {
      type: "app",
      app: "salesmate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.salesmate.$auth.domain}.salesmate.io/apis/core/v4/users`,
      headers: {
        "Content-Type": `application/json`,
        "accessToken": `${this.salesmate.$auth.session_key}`,
        "x-linkname": `${this.salesmate.$auth.linked_name}`,
      },
    })
  },
})

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}`,
      },
    })
  },
})