Integrate the Zoho CRM API with the Cloze API

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

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Popular Ways to Connect Zoho CRM with Cloze#

Convert Lead with Zoho CRM API on Company Change (Instant) from Cloze API

Cloze + Zoho CRM

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Convert Lead with Zoho CRM API on Person Change (Instant) from Cloze API

Cloze + Zoho CRM

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Convert Lead with Zoho CRM API on Project Change (Instant) from Cloze API

Cloze + Zoho CRM

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Create Note with Cloze API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Cloze

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Create Note with Cloze API on New Event (Instant) from Zoho CRM API

Zoho CRM + Cloze

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Popular Zoho CRM and Cloze Triggers#

Company Change (Instant) from the Cloze API

Emit new event when significant changes regarding a company are detected. See the documentation.

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Person Change (Instant) from the Cloze API

Emit new event when significant changes happen to a person. See the documentation.

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Project Change (Instant) from the Cloze API

Emit new event when a significant change occurs in a project. See the documentation.

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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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Popular Zoho CRM and Cloze 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 Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Create Note with the Cloze API

Creates a note in Cloze. 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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Create Or Update Company with the Cloze API

Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. See the documentation.

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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 Cloze#

The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.

Connect Cloze#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    cloze: {
      type: "app",
      app: "cloze",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.cloze.com/v1/profile`,
      headers: {
        Authorization: `Bearer ${this.cloze.$auth.oauth_access_token}`,
      },
    })
  },
})

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