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.

Create single record with Airtable API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Airtable
 
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Create single record with Airtable API on New Event (Instant) from Zoho CRM API
Zoho CRM + Airtable
 
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Create single record with Airtable API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Airtable
 
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Create single record with Airtable API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Airtable
 
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Create single record with Airtable API on New or Updated Contact (Instant) from Zoho CRM API
Zoho CRM + Airtable
 
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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 or Modified Records from the Airtable API

Emit an event for each new or modified record in a table

 
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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 or Modified Records in View from the Airtable API

Emit an event for each new or modified record in a view

 
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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 single record with the Airtable API

Adds a record to a table.

 
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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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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.

 
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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.

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
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
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
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.