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 Lob API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Lob API. Pipedream's integration platform allows you to integrate Zoho CRM and Lob remarkably fast. Free for developers.
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Popular Zoho CRM and Lob Triggers#
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Emits an event each time a new contact is created or updated in Zoho CRM
Popular Zoho CRM and Lob Actions#
Converts a Lead into a Contact or an Account. See the documentation
Completely removes a postcard from production. This can only be done if the postcard has a send_date and the send_date has not yet passed. See docs here.
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 Lob#
The Lob API provides a suite of automation capabilities focused on direct mail, address verification, and print management. With Lob, you can automate the sending of physical mail programmatically, verify addresses to ensure deliverability, and manage printing logistics for marketing campaigns or operational needs. It's a powerful tool for bridging the digital and physical mailing worlds, particularly useful for marketing, billing, and compliance communications.
Connect Lob#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
lob: {
type: "app",
app: "lob",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.lob.com/v1/addresses`,
auth: {
username: this.lob.$auth.secret_api_key,
password: ''
},
})
},
})
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