Integrate the Vitally API with the Zoho CRM API

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

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Popular Ways to Connect Vitally with Zoho CRM#

Convert Lead with Zoho CRM API on New User Created from Vitally API

Vitally + Zoho CRM

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Create Message with Vitally API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Vitally

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Create Message with Vitally API on New Event (Instant) from Zoho CRM API

Zoho CRM + Vitally

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Create Message with Vitally API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Vitally

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Create Message with Vitally API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Vitally

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Popular Vitally and Zoho CRM Triggers#

New User Created from the Vitally API

Emit new event when a new user 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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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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Popular Vitally and Zoho CRM Actions#

Create Message with the Vitally API

Create a new message. See the documentation

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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 Note with the Vitally API

Create a new note. 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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Create Task with the Vitally API

Create a new task. See the documentation

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Overview of Vitally#

The Vitally API offers a window into customer success operations, enabling you to automate workflows, integrate with other tools, and manipulate customer data programmatically. With Pipedream, you can harness this API to create custom automations that react to events in Vitally, sync data between Vitally and other platforms, or maintain up-to-date customer profiles across your business stack.

Connect Vitally#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    vitally: {
      type: "app",
      app: "vitally",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.vitally.$auth.subdomain}.rest.vitally.io/resources/users`,
      auth: {
        username: `${this.vitally.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

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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