Integrate the Zoho CRM API with the ClinchPad API

Setup the Zoho CRM API trigger to run a workflow which integrates with the ClinchPad API. Pipedream's integration platform allows you to integrate Zoho CRM and ClinchPad remarkably fast. Free for developers.

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Popular Ways to Connect Zoho CRM with ClinchPad#

Convert Lead with Zoho CRM API on New Lead Created from ClinchPad API

ClinchPad + Zoho CRM

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Create Lead with ClinchPad API on New Contact (Instant) from Zoho CRM API

Zoho CRM + ClinchPad

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Create Lead with ClinchPad API on New Event (Instant) from Zoho CRM API

Zoho CRM + ClinchPad

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Create Lead with ClinchPad API on New Lead (Instant) from Zoho CRM API

Zoho CRM + ClinchPad

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Create Lead with ClinchPad API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + ClinchPad

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Popular Zoho CRM and ClinchPad Triggers#

New Lead Created from the ClinchPad API

Emit new event for each new created lead.

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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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Popular Zoho CRM and ClinchPad 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 Lead with the ClinchPad API

Creates a lead. See docs here (Go to Create a lead)

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Create Object with the Zoho CRM API

Create a new object/module entry. 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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Get Object with the Zoho CRM API

Gets record data given its id.

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Overview of Zoho CRM#

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.

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}`,
      },
    })
  },
})

Overview of ClinchPad#

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Connect ClinchPad#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clinchpad: {
      type: "app",
      app: "clinchpad",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.clinchpad.com/api/v1/users`,
      auth: {
        username: `api-key`,
        password: `${this.clinchpad.$auth.api_key}`,
      },
    })
  },
})

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