Integrate the Zoho CRM API with the InsertChat API

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

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Popular Ways to Connect Zoho CRM with InsertChat#

Convert Lead with Zoho CRM API on New AI Chatbot from InsertChat API

InsertChat + Zoho CRM

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Convert Lead with Zoho CRM API on New Chat Session from InsertChat API

InsertChat + Zoho CRM

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Convert Lead with Zoho CRM API on New Lead Created from InsertChat API

InsertChat + Zoho CRM

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Create Lead with InsertChat API on New Contact (Instant) from Zoho CRM API

Zoho CRM + InsertChat

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Create Lead with InsertChat API on New Event (Instant) from Zoho CRM API

Zoho CRM + InsertChat

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Popular Zoho CRM and InsertChat Triggers#

New AI Chatbot from the InsertChat API

Emit new event when a new AI chatbot is created.

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New Chat Session from the InsertChat API

Emit new event when a new chat session is initiated.

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New Lead Created from the InsertChat API

Emit new event when a new lead is created.

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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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Popular Zoho CRM and InsertChat 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 Lead with the InsertChat API

Creates a new lead within Insertchat. 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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Delete Lead with the InsertChat API

Deletes an existing lead from InsertChat. 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}`,
      },
    })
  },
})

Connect InsertChat#

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

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