Create or Update Lead with KickoffLabs API on New Event (Instant) from Zoho CRM API

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New Event (Instant) from the Zoho CRM API

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Create or Update Lead with the KickoffLabs API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and KickoffLabs action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Event (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select one or more Events
Configure the Create or Update Lead action
1. Connect your KickoffLabs account
2. Optional- Configure Email
3. Optional- Configure Phone Number
4. Optional- Configure IP Address
5. Optional- Configure URL
6. Optional- Configure Referrer URL
7. Optional- Configure User Agent
8. Optional- Configure Source
9. Optional- Configure Custom Fields
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Event (Instant) on Zoho CRM

Description:Emit new custom events from Zoho CRM

Version:0.0.15

Key:zoho_crm-new-event

View on GitHub

Zoho CRM Overview#

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.

Trigger Code#

import sortBy from "lodash.sortby";
import common from "../common/http-based/base.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-event",
  name: "New Event (Instant)",
  description: "Emit new custom events from Zoho CRM",
  version: "0.0.15",
  type: "source",
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Events",
      description: "Choose one or more module events to trigger this event source.",
      async options({ page = 0 }) {
        if (page !== 0) {
          return [];
        }

        const { modules } = await this.zohoCrm.listModules();
        return sortBy(modules.flatMap(this._moduleSupportedEvents), "label");
      },
    },
  },
  methods: {
    ...common.methods,
    _moduleSupportedEvents(module) {
      // See the docs for more information about these attributes:
      // https://www.zoho.com/crm/developer/docs/api/v2/modules-api.html
      const {
        api_name: moduleKey,
        singular_label: moduleName,
      } = module;

      // As per the docs, the notation for a CRUD event on a record/module is
      // {capitalized record name}.{operation} (e.g. `Contacts.create` will
      // issue notifications when a contact is created). See the docs for more
      // details:
      // https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html
      return this
        .getSupportedOps()
        .filter(({ flagName }) => module[flagName])
        .map(({
          description,
          op,
        }) => ({
          label: `${moduleName} ${description}`,
          value: `${moduleKey}.${op}`,
        }));
    },
    getSupportedOps() {
      return crudOps.allOpsData();
    },
    getEvents() {
      return this.events;
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Subscription Renewal Timer	`timer`	`$.interface.timer`	Zoho CRM webhooks subscriptions have an expiration date of up to 1 day. This event source renews the subscription every 12 hours by default.
Events	`events`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

Zoho CRM uses OAuth authentication. When you connect your Zoho CRM account, Pipedream will open a popup window where you can sign into Zoho CRM and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho CRM API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoCRM.settings.allZohoCRM.users.allZohoCRM.org.allZohoCRM.modules.allZohoCRM.bulk.allZohoCRM.notifications.readZohoCRM.notifications.createZohoCRM.notifications.updateZohoCRM.notifications.deleteZohoCRM.coql.READZohoCRM.functions.execute.READZohoCRM.functions.execute.CREATEZohoCRM.templates.email.READZohoCRM.templates.inventory.READ

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

Action#

Create or Update Lead on KickoffLabs

Description:Adds a new lead or modifies an existing lead on your campaign. [See the documentation](https://dev.kickofflabs.com/create/).

Version:0.0.1

Key:kickofflabs-create-or-update-lead

View on GitHub

KickoffLabs Overview#

The KickoffLabs API enables you to automate your referral marketing campaigns by integrating with their service. With this API, you can programmatically manage campaigns, leads, and rewards, allowing you to dynamically respond to new sign-ups or reward achievements. By connecting the KickoffLabs API to Pipedream, you can create powerful workflows that react to events in real-time, synchronize data across multiple services, or even trigger custom logic tailored to your marketing strategy.

Action Code#

import app from "../../kickofflabs.app.mjs";

export default {
  name: "Create or Update Lead",
  description: "Adds a new lead or modifies an existing lead on your campaign. [See the documentation](https://dev.kickofflabs.com/create/).",
  key: "kickofflabs-create-or-update-lead",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the lead.",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "Phone number of the lead.",
      optional: true,
    },
    ip: {
      type: "string",
      label: "IP Address",
      description: "By default, we use the IP address of the request. This is great if your are using ajax to make the request. However, if you are making the request on the server, you may want to include user’s ip address.",
      optional: true,
    },
    url: {
      type: "string",
      label: "URL",
      description: "The URL which the lead signed up on.",
      optional: true,
    },
    ref: {
      type: "string",
      label: "Referrer URL",
      description: "The referrer url the lead came from.",
      optional: true,
    },
    userAgent: {
      type: "string",
      label: "User Agent",
      description: "The user agent of the lead.",
      optional: true,
    },
    source: {
      type: "string",
      label: "Source",
      description: "This will default to API, but you can change it to something unique. This is helpful if you are sending leads in from various sources. In additional, if source is API, we will not perform duplicate IP address checks.",
      optional: true,
    },
    customFields: {
      type: "object",
      label: "Custom Fields",
      description: "Any additional parameters you include when signing up a lead will be captured as custom fields.",
      optional: true,
    },
  },
  async run({ $ }) {
    const res = await this.app.createOrUpdateLead({
      email: this.email,
      phone_number: this.phoneNumber,
      ip: this.ip,
      __url: this.url,
      __ref: this.ref,
      __user_agent: this.userAgent,
      __source: this.source,
    }, $);
    $.export("summary", `Successfully created or updated lead with id ${res.id}`);
    return res;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
KickoffLabs	`app`	`app`	This component uses the KickoffLabs app.
Email	`email`	`string`	Email address of the lead.
Phone Number	`phoneNumber`	`string`	Phone number of the lead.
IP Address	`ip`	`string`	By default, we use the IP address of the request. This is great if your are using ajax to make the request. However, if you are making the request on the server, you may want to include user’s ip address.
URL	`url`	`string`	The URL which the lead signed up on.
Referrer URL	`ref`	`string`	The referrer url the lead came from.
User Agent	`userAgent`	`string`	The user agent of the lead.
Source	`source`	`string`	This will default to API, but you can change it to something unique. This is helpful if you are sending leads in from various sources. In additional, if source is API, we will not perform duplicate IP address checks.
Custom Fields	`customFields`	`object`	Any additional parameters you include when signing up a lead will be captured as custom fields.

Action Authentication#

KickoffLabs uses API keys for authentication. When you connect your KickoffLabs account, Pipedream securely stores the keys so you can easily authenticate to KickoffLabs APIs in both code and no-code steps.

To retrieve your Campaign ID and API Key,

Navigate to your KickoffLabs account and sign in
Click on one of your campaigns (or hit “View Campaign” on campaign)

Once you are in a campaign, navigate to "Settings" >> "All Settings"

Save your Campaign ID and API Key from this page.

Create or Update Lead with KickoffLabs API on New Event (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for KickoffLabs, Zoho CRM and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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