Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

Integrate the Solve CRM API with the Zoho CRM API

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

Convert Lead with Zoho CRM API on New Company Created (Instant) from Solve CRM API
Solve CRM + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Contact Created (Instant) from Solve CRM API
Solve CRM + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Contact Tagged (Instant) from Solve CRM API
Solve CRM + Zoho CRM
 
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Convert Lead with Zoho CRM API on New User Created from Solve CRM API
Solve CRM + Zoho CRM
 
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Create Contact with Solve CRM API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Solve CRM
 
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New Company Created (Instant) from the Solve CRM API

Emit new event for each new company created. See the docs here

 
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New Contact Created (Instant) from the Solve CRM API

Emit new event for each new contact created. See the docs here

 
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New Contact Tagged (Instant) from the Solve CRM API

Emit new event when the specified tag is added to a contact. See the docs here

 
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New User Created from the Solve CRM API

Emit new event for each new user created. See the docs here

 
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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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Create Contact with the Solve CRM API

Create a new contact. 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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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 Solve CRM

The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.

Connect Solve CRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    solve_crm: {
      type: "app",
      app: "solve_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://secure.solve360.com/contacts`,
      auth: {
        username: `${this.solve_crm.$auth.email}`,
        password: `${this.solve_crm.$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}`,
      },
    })
  },
})