Integrate the Symbl.ai API with the Zoho CRM API

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

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Popular Ways to Connect Symbl.ai with Zoho CRM#

Create Formatted Transcript with Symbl.ai API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Symbl.ai

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Create Formatted Transcript with Symbl.ai API on New Event (Instant) from Zoho CRM API

Zoho CRM + Symbl.ai

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Create Formatted Transcript with Symbl.ai API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Symbl.ai

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Create Formatted Transcript with Symbl.ai API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Symbl.ai

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Create Formatted Transcript with Symbl.ai API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Symbl.ai

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Popular Symbl.ai and Zoho CRM Triggers#

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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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

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Popular Symbl.ai and Zoho CRM Actions#

Create Formatted Transcript with the Symbl.ai API

Create formatted transcript from the Conversation. See the doc 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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Delete Conversation with the Symbl.ai API

Permanently deletes the conversation and all related entities such as messages, insights, topics, etc. See the doc 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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Get Action Items with the Symbl.ai API

Get a list of all the action items generated from the conversation. See the doc here

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Overview of Symbl.ai#

The Symbl.ai API supercharges your applications with advanced conversation intelligence. By tapping into Symbl.ai via Pipedream, you can automate the analysis of voice, text, and video communications. Extract actionable items, follow-ups, and insights in real-time or from recorded content. This API's magic lies in its ability to provide contextually relevant insights, topic detection, sentiment analysis, and conversation metrics without extensive training data or setup time.

Connect Symbl.ai#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    symbl_ai: {
      type: "app",
      app: "symbl_ai",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.symbl.ai/v1/manage/trackers`,
      headers: {
        Authorization: `Bearer ${this.symbl_ai.$auth.oauth_access_token}`,
        "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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