People Enrichment with Apollo.io API on New Event (Instant) from Zoho CRM API

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New Event (Instant) from the Zoho CRM API

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People Enrichment with the Apollo.io API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Apollo.io action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Event (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select one or more Events
Configure the People Enrichment action
1. Connect your Apollo.io account
2. Optional- Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Name
5. Optional- Configure Email
6. Optional- Configure Hashed Email
7. Optional- Configure Organization Name
8. Optional- Configure Domain
9. Optional- Select a Person ID
10. Optional- Configure LinkedIn URL
11. Optional- Configure Reveal Personal Emails
12. Optional- Configure Reveal Phone Number
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Event (Instant) on Zoho CRM

Description:Emit new custom events from Zoho CRM

Version:0.0.15

Key:zoho_crm-new-event

View on GitHub

Zoho CRM 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.

Trigger Code#

import sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Subscription Renewal Timer	`timer`	`$.interface.timer`	Zoho CRM webhooks subscriptions have an expiration date of up to 1 day. This event source renews the subscription every 12 hours by default.
Events	`events`	`string[]`	Select a value from the drop down menu.

Trigger 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

About Zoho CRM#

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

Action#

People Enrichment on Apollo.io

Description:Enriches a person's information, the more information you pass in, the more likely we can find a match. [See the documentation](https://apolloio.github.io/apollo-api-docs/?shell#people-enrichment)

Version:0.0.5

Key:apollo_io-people-enrichment

View on GitHub

Apollo.io Overview#

The Apollo.io API on Pipedream enables you to automate sales processes by giving you programmatic access to your Apollo.io data. Through this API, you can manage leads, contacts, and opportunities, or sync data with your CRM. Pipedream's serverless platform allows you to connect Apollo.io with hundreds of other apps to automate workflows like lead enrichment, data syncing between apps, and triggering personalized communication based on prospect actions.

Action Code#

import app from "../../apollo_io.app.mjs";

export default {
  key: "apollo_io-people-enrichment",
  name: "People Enrichment",
  description: "Enriches a person's information, the more information you pass in, the more likely we can find a match. [See the documentation](https://apolloio.github.io/apollo-api-docs/?shell#people-enrichment)",
  type: "action",
  version: "0.0.5",
  props: {
    app,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The person's first name",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The person's last name",
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The full name of the person",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The person's email",
      optional: true,
    },
    hashedEmail: {
      type: "string",
      label: "Hashed Email",
      description: "The hashed email of the person. The email should adhere to either the MD5 or SHA-256 hash format. Example: `8d935115b9ff4489f2d1f9249503cadf` (MD5) or `97817c0c49994eb500ad0a5e7e2d8aed51977b26424d508f66e4e8887746a152` (SHA-256)",
      optional: true,
    },
    organizationName: {
      type: "string",
      label: "Organization Name",
      description: "The person's company name",
      optional: true,
    },
    domain: {
      type: "string",
      label: "Domain",
      description: "The domain name for the person's employer. This can be the current employer or a previous employer. Do not include `www.`, the `@` symbol, or similar. Example: `apollo.io` or `microsoft.com`",
      optional: true,
    },
    personId: {
      type: "string",
      label: "Person ID",
      description: "The Apollo ID for the person",
      optional: true,
      async options({ page }) {
        const { people } = await this.peopleSearch({
          params: {
            page: page + 1,
          },
        });
        return people?.map(({
          id: value, name: label,
        }) => ({
          value,
          label,
        })) || [];
      },
    },
    linkedinUrl: {
      type: "string",
      label: "LinkedIn URL",
      description: "The URL for the person's LinkedIn profile",
      optional: true,
    },
    revealPersonalEmails: {
      type: "boolean",
      label: "Reveal Personal Emails",
      description: "Set to `true` if you want to enrich the person's data with personal emails",
      optional: true,
    },
    revealPhoneNumber: {
      type: "boolean",
      label: "Reveal Phone Number",
      description: "Set to `true` if you want to enrich the person's data with all available phone numbers, including mobile phone numbers",
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.revealPhoneNumber) {
      props.webhookUrl = {
        type: "string",
        label: "Webhook URL",
        description: "Enter the webhook URL that specifies where Apollo should send a JSON response that includes the phone number you requested. Required if \"Reveal Phone Number\" is set to `true`",
      };
    }
    return props;
  },
  methods: {
    peopleSearch(args = {}) {
      return this.app.post({
        path: "/people/search",
        ...args,
      });
    },
    peopleEnrichment(args = {}) {
      return this.app.post({
        path: "/people/match",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      peopleEnrichment,
      firstName,
      lastName,
      name,
      email,
      hashedEmail,
      organizationName,
      domain,
      personId,
      linkedinUrl,
      revealPersonalEmails,
      revealPhoneNumber,
      webhookUrl,
    } = this;

    const response = await peopleEnrichment({
      step,
      data: {
        first_name: firstName,
        last_name: lastName,
        name,
        email,
        hashed_email: hashedEmail,
        organization_name: organizationName,
        domain,
        id: personId,
        linkedin_url: linkedinUrl,
        reveal_personal_emails: revealPersonalEmails,
        reveal_phone_number: revealPhoneNumber,
        webhook_url: webhookUrl,
      },
    });

    step.export("$summary", `Successfully enriched person with ID ${response.person.id}`);

    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Apollo.io	`app`	`app`	This component uses the Apollo.io app.
First Name	`firstName`	`string`	The person's first name
Last Name	`lastName`	`string`	The person's last name
Name	`name`	`string`	The full name of the person
Email	`email`	`string`	The person's email
Hashed Email	`hashedEmail`	`string`	The hashed email of the person. The email should adhere to either the MD5 or SHA-256 hash format. Example: `8d935115b9ff4489f2d1f9249503cadf` (MD5) or `97817c0c49994eb500ad0a5e7e2d8aed51977b26424d508f66e4e8887746a152` (SHA-256)
Organization Name	`organizationName`	`string`	The person's company name
Domain	`domain`	`string`	The domain name for the person's employer. This can be the current employer or a previous employer. Do not include `www.`, the `@` symbol, or similar. Example: `apollo.io` or `microsoft.com`
Person ID	`personId`	`string`	Select a value from the drop down menu.
LinkedIn URL	`linkedinUrl`	`string`	The URL for the person's LinkedIn profile
Reveal Personal Emails	`revealPersonalEmails`	`boolean`	Set to `true` if you want to enrich the person's data with personal emails
Reveal Phone Number	`revealPhoneNumber`	`boolean`	Set to `true` if you want to enrich the person's data with all available phone numbers, including mobile phone numbers

People Enrichment with Apollo.io API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Apollo.io, Zoho CRM and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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