Summit
Summit gives you the triggers, actions, and models to extend what's possible inside your favorite platforms.
Integrate the Summit API with the Zoho CRM API
Setup the Summit API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Summit and Zoho CRM remarkably fast. Free for developers.
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Popular Summit and Zoho CRM Triggers#
Emit new event when a new model is added to your organization in Summit. See the documentation
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Popular Summit and Zoho CRM Actions#
Converts a Lead into a Contact or an Account. See the documentation
Executes a model within Summit and captures the response fields. See the documentation
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.
Connect Summit#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
summit: {
type: "app",
app: "summit",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.usesummit.com/v1/apps`,
headers: {
"x-api-key": `${this.summit.$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#
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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