Zoho CRM

Customer Relationship Management

Integrate the Zoho CRM API with the Google Sheets API

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

Add Single Row with Google Sheets API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Google Sheets
 
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Add Single Row with Google Sheets API on New Event (Instant) from Zoho CRM API
Zoho CRM + Google Sheets
 
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Add Single Row with Google Sheets API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Google Sheets
 
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Add Single Row with Google Sheets API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Google Sheets
 
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Add Single Row with Google Sheets API on New or Updated Contact (Instant) from Zoho CRM API
Zoho CRM + Google Sheets
 
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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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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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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

 
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Add Single Row with the Google Sheets API

Add a single row of data to Google Sheets

 
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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
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Add Multiple Rows with the Google Sheets API

Add multiple rows of data to a Google Sheet

 
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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

Zoho CRM API is a powerful and versatile tool to create business applications.
It provides an easy to use platform for developers to create customer-facing
applications for businesses of all sizes. With the Zoho CRM API, developers can
create applications for sales, marketing, customer support, and even financial
data management.

The Zoho CRM API provides access to a comprehensive set of features that allow
developers to build efficient, reliable and intuitive business solutions. These
features include:

  • Customer Relationship Management (CRM)
  • Automation Tools
  • Reporting and Analytics
  • Customization and Deployment

Here are some examples of what developers can build using the Zoho CRM API:

  • Automate customer interactions and manage customer relationship workflows
  • Send targeted emails based on customer segmentation or customer behavior
  • Leverage the reporting and analytics capabilities of the Zoho CRM to gain
    insights into customer data
  • Create dynamic dashboards and reports to better understand customer
    engagement and performance
  • Develop customer relationship management apps to capture customer information
    and interact with customers
  • Integrate the Zoho CRM with external applications and services to build
    comprehensive customer-facing applications.

Getting Started

  1. First, sign up for Pipedream at https://pipedream.com.
  2. Create a new workflow.
  3. Select a trigger for your workflow (for example, HTTP or Cron).
  4. Add a new step and search for "Zoho CRM". This will display actions associated with the Zoho CRM app. You can choose to either "Run Node.js code with Zoho CRM" or select one of the prebuilt actions for performing common API operations.
  5. Once you've added a step, press the Connect Zoho CRM button near the top. If this is your first time authorizing Pipedream's access to your Zoho CRM account, you'll be prompted to accept that access, and Pipedream will store the authorization grant to enable the workflow to access the API. If you've already linked a Zoho CRM account via Pipedream, pressing Connect Zoho CRM will list any existing accounts you've linked.

Once you've connected your account, you can run your workflow and fetch data from the API. You can change any of the code associated with this step, changing the API endpoint you'd like to retrieve data from, or modifying the results in any way.

Connect Zoho CRM

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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 Google Sheets

Some examples of things you can build using the Google Sheets API include:

  • A web app that lets users input data into a Google Sheet
  • A script that automatically updates a Google Sheet with data from another
    source
  • A tool that generates graphs and charts from data in a Google Sheet
  • A service that sends data from a Google Sheet to another API or application

Connect Google Sheets

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    google_sheets: {
      type: "app",
      app: "google_sheets",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.googleapis.com/oauth2/v1/userinfo`,
      headers: {
        Authorization: `Bearer ${this.google_sheets.$auth.oauth_access_token}`,
      },
    })
  },
})
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