Integrate the SurveyMethods API with the Zoho CRM API

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

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Popular Ways to Connect SurveyMethods with Zoho CRM#

Add Contact To Email List with SurveyMethods API on New Contact (Instant) from Zoho CRM API

Zoho CRM + SurveyMethods

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Add Contact To Email List with SurveyMethods API on New Event (Instant) from Zoho CRM API

Zoho CRM + SurveyMethods

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Add Contact To Email List with SurveyMethods API on New Lead (Instant) from Zoho CRM API

Zoho CRM + SurveyMethods

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Add Contact To Email List with SurveyMethods API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + SurveyMethods

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Add Contact To Email List with SurveyMethods API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + SurveyMethods

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Popular SurveyMethods and Zoho CRM Triggers#

New Response from the SurveyMethods API

Emit new event for each response.

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New Survey Created from the SurveyMethods API

Emit new event on a survey 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 SurveyMethods and Zoho CRM Actions#

Add Contact To Email List with the SurveyMethods API

Creates a email list. See docs here in 8.2

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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 Email List with the SurveyMethods API

Creates a email list. See docs here in 8.2

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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 SurveyMethods#

The SurveyMethods API allows users to automate the management and analysis of surveys and the corresponding data. With the Pipedream integration, you can trigger workflows based on survey events, sync survey results with other databases or apps, and manage survey distribution programmatically. This serves to streamline the survey process from distribution to data actioning, all in real-time and without the need for manual intervention.

Connect SurveyMethods#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    surveymethods: {
      type: "app",
      app: "surveymethods",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.surveymethods.com/v1/${this.surveymethods.$auth.login_id}/${this.surveymethods.$auth.api_key}/users/details`,
      headers: {
        "Content-Type": `application/json`,
      },
    })
  },
})

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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