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 1000+ 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.
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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}`,
      },
    })
  },
})
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 docs here

 
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Create Object with the Zoho CRM API

Create a new object/module entry. See the docs here

 
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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
    POSThttps://accounts.{{custom_fields.base_api_uri}}/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
    POSThttps://accounts.{{custom_fields.base_api_uri}}/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