Integrate the Workbooks CRM API with the Zoho CRM API

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

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Popular Ways to Connect Workbooks CRM with Zoho CRM#

Convert Lead with Zoho CRM API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Zoho CRM

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Convert Lead with Zoho CRM API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Zoho CRM

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Convert Lead with Zoho CRM API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Zoho CRM

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Convert Lead with Zoho CRM API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Zoho CRM

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Create Customer Order with Workbooks CRM API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Workbooks CRM

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Popular Workbooks CRM and Zoho CRM Triggers#

New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

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New Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

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New Posted Credit Note (Instant) from the Workbooks CRM API

Emit new event when a new credit note is posted.

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New Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice is posted.

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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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Popular Workbooks CRM and Zoho CRM Actions#

Create Customer Order with the Workbooks CRM API

Creates an order from your customers for your goods or services.

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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 Organisation with the Workbooks CRM API

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

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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 Person with the Workbooks CRM API

Creates a person. People are recorded in your database, e.g a contact, an employee.

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Overview of Workbooks CRM#

The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.

Connect Workbooks CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    workbooks_crm: {
      type: "app",
      app: "workbooks_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://secure.workbooks.com/activity/tasks.api`,
      headers: {
        "Cookie": `Workbooks-Session=${this.workbooks_crm.$auth.session_id}`,
      },
    })
  },
})

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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