Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Emit new event when a new contact is created in a folder.
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
Converts a Lead into a Contact or an Account. See the documentation
Create a new contact in Microsoft 365 People. See the documentation
Create a new contact folder in Microsoft 365 People. See the documentation
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.
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.
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}`,
},
})
},
})
The Microsoft 365 People API lets you tap into your organization's contact data, providing access to people's info within your Microsoft 365 domain. With this API, you can search for users and contacts, discover relationships, and construct rich profiles that include contact information, organizational hierarchies, and photo URLs. On Pipedream, you can harness this API to automate contact management tasks, enhance CRM data, or trigger actions based on changes in your organization's personnel.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_365_people: {
type: "app",
app: "microsoft_365_people",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.microsoft_365_people.$auth.oauth_access_token}`,
},
})
},
})