Zoho CRM
Customer Relationship Management
Integrate the Zoho CRM API with the Airtable API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Airtable API. Pipedream's integration platform allows you to integrate Zoho CRM and Airtable remarkably fast. Free for developers.
Popular Ways to Connect Zoho CRM with Airtable#
Create single record with Airtable API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Airtable
Create single record with Airtable API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Airtable
Create single record with Airtable API on New or Updated Contact (Instant) from Zoho CRM API
Zoho CRM + Airtable
Popular Zoho CRM and Airtable Triggers#
New Contact (Instant) from the Zoho CRM API
Emits an event each time a new contact is created in Zoho CRM
New or Modified Records from the Airtable API
Emit an event for each new or modified record in a table
New or Modified Records in View from the Airtable API
Emit an event for each new or modified record in a view
Popular Zoho CRM and Airtable Actions#
Create Multiple Records with the Airtable API
Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs.
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.
Overview of Zoho CRM#
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.
Connect Zoho CRM#
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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}`,
},
})
},
})
Overview of Airtable#
Using the Airtable API, you can build applications that can:
- Create and manage databases
- Add, update, and delete records
- Search for records
- Sort and filter records
- Display records in a variety of ways
- Import and export data
Connect Airtable#
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module.exports = defineComponent({
props: {
airtable: {
type: "app",
app: "airtable",
},
baseId: {
type: "$.airtable.baseId",
appProp: "airtable",
},
tableId: {
type: "$.airtable.tableId",
baseIdProp: "baseId",
},
},
async run({steps, $}) {
const Airtable = require('airtable');
const base = new Airtable({apiKey: this.airtable.$auth.api_key}).base(this.baseId);
const data = []
await base(this.tableId).select({
// pass optional config parameters here
}).eachPage(function page(records, fetchNextPage) {
// This function (`page`) will get called for each page of records.
records.forEach(function(record) {
data.push(record._rawJson)
});
// To fetch the next page of records, call `fetchNextPage`.
// If there are more records, `page` will get called again.
// If there are no more records, `done` will get called.
fetchNextPage();
})
return data
},
})
Community Posts#
Airtable Webhooks with Slack + Pipedream
We love Airtable here at Pipedream. But Airtable lacks one killer feature — webhooks. We took advantage of Airtable’s Slack notifications and built a way to send webhooks to an HTTP endpoint every time a record is created or updated in a base. It takes 10 minutes to setup and it’s free.
Webhooks workaround using Slack
This has been an open item in the Airtable support community for a few years, see "Webhooks for Records 393" and here 39, & here 28, and we are excited to offer a free solution to the community. Here is the high level solution: Based on the transitive property (A=B and B=C, then A=C), Airtable supports Slack Notifications, and Slack supports webhooks, so Airtable supports webhooks! You just have to know how to set it up correctly. With a simple integration via Pipedream into Slack, all Airtable users can now get near real time notifications of all updated fields and values in Airtable.
Overcoming Airtable Scripting Limitations with Pipedream
How I used Pipedream — Created a workflow having an API endpoint to convert Airtable’s Attachment Image URL to Base64 encode image (to push it to another API). Similarly, there could be a million other use-cases.