Zoho CRM

Customer Relationship Management

Integrate the Zoho CRM API with the HTTP / Webhook API

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

Convert Lead with Zoho CRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + Zoho CRM
 
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Create Object with Zoho CRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + Zoho CRM
 
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Download Attachment with Zoho CRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + Zoho CRM
 
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Get Object with Zoho CRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + Zoho CRM
 
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List Fields with Zoho CRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + Zoho CRM
 
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New Requests from the HTTP / Webhook API

Get a URL and emit the full HTTP event on every request (including headers and query parameters). You can also configure the HTTP response code, body, and more.

 
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New Requests (Payload Only) from the HTTP / Webhook API

Get a URL and emit the HTTP body as an event on every request

 
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New event when the content of the URL changes. from the HTTP / Webhook API

Emit new event when the content of the URL changes.

 
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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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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. 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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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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Send any HTTP Request with the HTTP / Webhook API

Send an HTTP request using any method and URL. Optionally configure query string parameters, headers, and basic auth.

 
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Get Object with the Zoho CRM API

Gets record data given its id.

 
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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}`,
      },
    })
  },
})

Connect HTTP / Webhook

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// To use any npm package on Pipedream, just import it
import axios from "axios"

export default defineComponent({
  async run({ steps, $ }) {
    const { data } = await axios({
      method: "GET",
      url: "https://pokeapi.co/api/v2/pokemon/charizard",
    })
    return data.species
  },
})

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