Zoho CRM

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

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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 2,200+ apps. Or write custom code to integrate any app or API in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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Overview

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.

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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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24
of
2,200+
apps by most popular

HTTP / Webhook
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Get a unique URL where you can send HTTP or webhook requests
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Python
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OpenAI (ChatGPT)
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HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
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Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
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Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify
Shopify
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WooCommerce
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Snowflake
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MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
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MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
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Premium
AWS
AWS
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Twilio SendGrid
Twilio SendGrid
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Amazon SES
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Klaviyo
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Zendesk
Zendesk
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ServiceNow
ServiceNow
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Notion
Notion
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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.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Example Use Cases

  • Lead Qualification and Assignment Workflow: When a new lead is entered into Zoho CRM, Pipedream can automatically qualify the lead based on predefined criteria (like job title or company size) and assign it to the appropriate sales representative. This can be extended by notifying the assigned rep via Slack or email, ensuring prompt follow-ups.

  • Contact Sync Across Platforms: Keep contact information in sync between Zoho CRM and other platforms such as Google Contacts, Mailchimp, or Shopify. Whenever a contact is updated in Zoho CRM, Pipedream can propagate those changes to the other platforms in real-time, maintaining consistency and accuracy across your sales and marketing tools.

  • Automated Support Ticket Creation: Integrate Zoho CRM with a customer support platform like Zendesk. When a deal reaches a certain stage in Zoho CRM indicating potential issues, Pipedream can automatically generate a support ticket in Zendesk with the relevant deal and customer information, streamlining the support process and ensuring issues are addressed promptly.

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.

Confirm a Payment Intent with Stripe API on New or Updated Contact (Instant) from Zoho CRM API
Zoho CRM + Stripe
 
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Withdraw Funds with Coinbase API on New User from Zoho CRM API
Zoho CRM + Coinbase
 
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JIRA - Create Issue with Jira API on New User from Zoho CRM API
Zoho CRM + Jira
 
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List Expenses with Zoho Books API on New User from Zoho CRM API
Zoho CRM + Zoho Books
 
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List Fields with Zoho CRM API on New Contact Note (Instant) from ActiveCampaign API
ActiveCampaign + 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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Troubleshooting

Issues Connecting My Account: IP Allowlist

If your Zoho security policy includes an IP Allowlist, update it to connect your account:

  1. Add this IP Range: 44.223.89.56 - 44.223.89.63.
  2. Include your current IP Address because the initial OAuth authorization request originates from your browser.
  3. Set up a Virtual Private Cloud (VPC) on Pipedream. Add the static IP address to Zoho's IP Allowlist. Note: VPCs are available with Pipedream's Business Plan or higher. See pricing for details.

After connecting your account, make sure to run the workflow within a VPC.

Authentication

Name Slug: zoho_crm

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

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo