Integrate the Zoho CRM API with the Dex API

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

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Popular Ways to Connect Zoho CRM with Dex#

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

Zoho CRM + Dex

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

Zoho CRM + Dex

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

Zoho CRM + Dex

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Create Note with Dex API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Dex

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Create Note with Dex API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Dex

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Popular Zoho CRM and Dex Triggers#

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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New or Updated Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created or updated in Zoho CRM

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Popular Zoho CRM and Dex 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 Note with the Dex API

Establishes a brand new note within dex. 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 or Update Contact with the Dex API

Adds a new contact or updates an existing one if the email address already exists in the Dex system. 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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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 Dex#

The Dex API offers a path to streamline and automate your relationship management by allowing you to sync, update, and interact with your personal Dex CRM data programmatically. On Pipedream, you can leverage this API to create powerful automations that keep your network vibrant and your connections strong, without manual effort. By integrating Dex with other apps on Pipedream, you can tailor workflows that sync contact info, set reminders for follow-ups, or trigger personalized communications based on various criteria.

Connect Dex#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    dex: {
      type: "app",
      app: "dex",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.getdex.com/api/rest/contacts`,
      headers: {
        "x-hasura-dex-api-key": `${this.dex.$auth.api_key}`,
      },
    })
  },
})

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