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#

Convert Lead with Zoho CRM API on New Field from Airtable (OAuth) API

Airtable + Zoho CRM

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Convert Lead with Zoho CRM API on New or Modified Field from Airtable (OAuth) API

Airtable + Zoho CRM

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Convert Lead with Zoho CRM API on New or Modified Records from Airtable (OAuth) API

Airtable + Zoho CRM

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Convert Lead with Zoho CRM API on New or Modified Records in View from Airtable (OAuth) API

Airtable + Zoho CRM

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Convert Lead with Zoho CRM API on New Records from Airtable (OAuth) API

Airtable + Zoho CRM

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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

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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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Popular Zoho CRM and Airtable Actions#

Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Create Comment with the Airtable API

Create a new comment on a record. 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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Create Field with the Airtable API

Create a new field in a table. 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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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.

Getting Started

First, sign up for Pipedream at https://pipedream.com.
Create a new workflow.
Select a trigger for your workflow (for example, HTTP or Cron).
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.
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.

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}`,
      },
    })
  },
})

Connect Airtable#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    airtable_oauth: {
      type: "app",
      app: "airtable_oauth",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.airtable.com/v0/meta/whoami`,
      headers: {
        Authorization: `Bearer ${this.airtable_oauth.$auth.oauth_access_token}`,
      },
    })
  },
})