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 ForceManager API
Setup the Zoho CRM API trigger to run a workflow which integrates with the ForceManager API. Pipedream's integration platform allows you to integrate Zoho CRM and ForceManager remarkably fast. Free for developers.
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Popular Zoho CRM and ForceManager Triggers#
Emit new event when a new activity is created. See the documentation
Emit new event when a new contact is created. See the documentation
Emit new event when a new opportunity is created. See the documentation
Emits an event each time a new contact is created in Zoho CRM
Popular Zoho CRM and ForceManager Actions#
Converts a Lead into a Contact or an Account. See the documentation
Creates a new business opportunity in ForceManager. See the documentation
Search for an existing contact by email, name, or phone. See the documentation
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 ForceManager#
The ForceManager API allows for robust interaction with ForceManager's CRM platform. It facilitates access to data on sales, customer interactions, and performance metrics. With Pipedream, you can automate actions based on this data, integrate with other services, and create custom workflows that leverage events and triggers from ForceManager to streamline sales processes and data management. Interacting with the ForceManager API through Pipedream allows you to connect CRM data with other applications such as email, calendars, support systems, and more, creating a seamless flow of information across your business tools.
Connect ForceManager#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
forcemanager: {
type: "app",
app: "forcemanager",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.forcemanager.com/api/v4/users`,
headers: {
"Content-Type": `application/json`,
"Accept": `*/*`,
"X-Session-Key": `${this.forcemanager.$auth.oauth_access_token}`,
},
})
},
})
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