Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Integrate the Zoho CRM API with the Confection API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Confection API. Pipedream's integration platform allows you to integrate Zoho CRM and Confection remarkably fast. Free for developers.
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Popular Zoho CRM and Confection Triggers#
Emit new event when a UUID receives a value for the configured Event Name. The latest value as well a history of all values ever received for that Event Name will be returned.
Emit new event when the UUID is significant enough to be classified as a lead. You define the field of significance and if a UUID gets a value for this field, it will trigger.
Emit new event when any UUID is created or updated. To learn more about how Confection handles UUIDs, visit https://confection.io/main/demo/#uuid.
Emits an event each time a new contact is created in Zoho CRM
Popular Zoho CRM and Confection Actions#
Converts a Lead into a Contact or an Account. See the documentation
This action will retrieve the full details of a specified UUID.
This action will retrieve all UUIDs that have a likeness score of at least 50 (default) with the provided UUID. The likeness score can be customized in configuration.
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.
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 Confection#
Confection API provides a robust solution for collecting, managing, and utilizing user data in compliance with privacy regulations. It helps businesses capture data lost due to ad blockers and privacy tech, ensuring you don't miss out on valuable insights. With Pipedream, you can harness this data in real-time, triggering actions, analyzing trends, or integrating with other services for a comprehensive data strategy.
Connect Confection#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
confection: {
type: "app",
app: "confection",
}
},
async run({steps, $}) {
const data = {
"key": `${this.confection.$auth.secret_key}`,
}
return await axios($, {
url: `https://transmission.confection.io/${this.confection.$auth.account_id}/account/`,
data,
})
},
})
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