Zoho CRM

Customer Relationship Management

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Zoho CRM API Integrations

Build and run workflows using the Zoho CRM API. Use 1000s of source-available triggers and actions across 1,600+ apps. Or write custom code to integrate any app or API in seconds.

Overview

Zoho CRM API is a powerful and versatile tool to create business applications. It provides an easy to use platform for developers to create customer-facing applications for businesses of all sizes. With the Zoho CRM API, developers can create applications for sales, marketing, customer support, and even financial data management.

The Zoho CRM API provides access to a comprehensive set of features that allow developers to build efficient, reliable and intuitive business solutions. These features include:

  • Customer Relationship Management (CRM)
  • Automation Tools
  • Reporting and Analytics
  • Customization and Deployment

Here are some examples of what developers can build using the Zoho CRM API:

  • Automate customer interactions and manage customer relationship workflows
  • Send targeted emails based on customer segmentation or customer behavior
  • Leverage the reporting and analytics capabilities of the Zoho CRM to gain insights into customer data
  • Create dynamic dashboards and reports to better understand customer engagement and performance
  • Develop customer relationship management apps to capture customer information and interact with customers
  • Integrate the Zoho CRM with external applications and services to build comprehensive customer-facing applications.

Getting Started

  1. First, sign up for Pipedream at https://pipedream.com.
  2. Create a new workflow.
  3. Select a trigger for your workflow (for example, HTTP or Cron).
  4. Add a new step and search for "Zoho CRM". This will display actions associated with the Zoho CRM app. You can choose to either "Run Node.js code with Zoho CRM" or select one of the prebuilt actions for performing common API operations.
  5. Once you've added a step, press the Connect Zoho CRM button near the top. If this is your first time authorizing Pipedream's access to your Zoho CRM account, you'll be prompted to accept that access, and Pipedream will store the authorization grant to enable the workflow to access the API. If you've already linked a Zoho CRM account via Pipedream, pressing Connect Zoho CRM will list any existing accounts you've linked.

Once you've connected your account, you can run your workflow and fetch data from the API. You can change any of the code associated with this step, changing the API endpoint you'd like to retrieve data from, or modifying the results in any way.

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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}`,
      },
    })
  },
})

Choose an API to Connect with Zoho CRM API

1
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12
of
1,600+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Beta
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
Schedule
Schedule
Trigger workflows on an interval or cron schedule.
Beta
Data Stores
Data Stores
Use Pipedream Data Stores to manage state throughout your workflows.
Telegram Bot
Telegram Bot
Telegram is a cloud-based instant messaging and voice over IP service
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular apps like ChatGPT and DALL·E 2.
Google Sheets
Google Sheets
With Google Sheets, you can create, edit, and collaborate wherever you are
Discord
Discord
Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.
GitHub
GitHub
Where the world builds software. Millions of developers and companies build, ship, and maintain their software on GitHub—the largest and most advanced development platform in the world.
Formatting
Formatting
Pre-built actions to make formatting and manipulating data within your workflows easier.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
New Event (Instant) with Zoho CRM API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Zoho CRM
 
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Send Message (Advanced) with Discord Webhook API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Discord Webhook
 
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Add Multiple Rows with Google Sheets API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Google Sheets
 
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New Event (Instant) with Zoho CRM API on New Item in Feed from RSS API
RSS + Zoho CRM
 
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New Event (Instant) with Zoho CRM API on New Message from Discord API
Discord + Zoho CRM
 
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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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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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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. 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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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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Get Object with the Zoho CRM API

Gets record data given its id.

 
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List Fields with the Zoho CRM API

Gets the field metadata for the specified module

 
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Authentication

Zoho CRM uses OAuth authentication. When you connect your Zoho CRM account, Pipedream will open a popup window where you can sign into Zoho CRM and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho CRM API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoCRM.settings.allZohoCRM.users.allZohoCRM.org.allZohoCRM.modules.allZohoCRM.bulk.allZohoCRM.notifications.readZohoCRM.notifications.createZohoCRM.notifications.updateZohoCRM.notifications.deleteZohoCRM.coql.READZohoCRM.functions.execute.READZohoCRM.functions.execute.CREATEZohoCRM.templates.email.READZohoCRM.templates.inventory.READ
OAuth Request Configurations:
  1. authorization
    GEThttps://accounts.{{custom_fields.base_api_uri}}/oauth/v2/auth?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}&prompt=consent&access_type=offline
  2. accessToken
    POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}
  3. refreshToken
    POST{{custom_fields.accounts_server}}/oauth/v2/token?client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}&redirect_uri={{oauth.redirect_uri}}content-type: application/x-www-form-urlencodedaccept: application/json