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 Customer.io API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Customer.io API. Pipedream's integration platform allows you to integrate Zoho CRM and Customer.io remarkably fast. Free for developers.
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Popular Ways to Connect Zoho CRM with Customer.io#
Popular Zoho CRM and Customer.io Triggers#
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Emits an event each time a new contact is created or updated in Zoho CRM
Popular Zoho CRM and Customer.io Actions#
Converts a Lead into a Contact or an Account. See the documentation
Add people to a manual segment by ID. You are limited to 1000 customer IDs per request. See the docs here
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 Customer.io#
Customer.io is a versatile automation tool that allows you to harness the power of email, SMS, and push notifications to create personalized customer experiences. With its comprehensive API, Customer.io enables you to track customer interactions, segment audiences, and trigger targeted communications based on user behavior and data. By leveraging Pipedream, you can easily connect Customer.io to various other services and APIs to automate complex workflows, synthesize data, and respond to events in real-time.
Connect Customer.io#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
customer_io: {
type: "app",
app: "customer_io",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://track.customer.io/api/v1/accounts/region`,
auth: {
username: `${this.customer_io.$auth.site_id}`,
password: `${this.customer_io.$auth.api_key}`,
},
})
},
})
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