Social Intents

Social Intents is a social apps platform that allows live chat with website visitors to offer great customer service and sell more right from MS Teams, Slack, Zoom, or Webex.

Integrate the Social Intents API with the Zoho CRM API

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

Convert Lead with Zoho CRM API on New Chat Closed from Social Intents API
Social Intents + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Event Emitted from Social Intents API
Social Intents + Zoho CRM
 
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Create Object with Zoho CRM API on New Chat Closed from Social Intents API
Social Intents + Zoho CRM
 
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Create Object with Zoho CRM API on New Event Emitted from Social Intents API
Social Intents + Zoho CRM
 
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Download Attachment with Zoho CRM API on New Chat Closed from Social Intents API
Social Intents + Zoho CRM
 
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New Chat Closed from the Social Intents API

Emit new event for each closed chat.

 
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New Event Emitted from the Social Intents API

Emit new event when any type of event is emitted.

 
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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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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 Social Intents

The Social Intents API enables seamless integration of live chat, customer feedback, and email list building services into your digital platforms. You can byukd workflows that automatically trigger actions based on chat events, gather insights from customer interactions, and enhance your marketing strategies by connecting Social Intents to various other tools, like CRMs, email marketing services, and databases.

Connect Social Intents

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    social_intents: {
      type: "app",
      app: "social_intents",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.socialintents.com/v1/api/chats/`,
      auth: {
        username: `${this.social_intents.$auth.account_id}`,
        password: `${this.social_intents.$auth.api_token}`,
      },
    })
  },
})

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}`,
      },
    })
  },
})