Zoho CRM
Customer Relationship Management
Integrate the Zoho CRM API with the Node API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Node API. Pipedream's integration platform allows you to integrate Zoho CRM and Node remarkably fast. Free for developers.
Popular Zoho CRM and Node 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 Node Actions#
Converts a Lead into a Contact or an Account. See the documentation
Write custom Node.js code and use any of the 400k+ npm packages available. Refer to the Pipedream Node docs to learn more.
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#
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
- First, sign up for Pipedream at https://pipedream.com.
- Create a new workflow.
- Select a trigger for your workflow (for example, HTTP or Cron).
- 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.
- 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#
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 Node#
// To use previous step data, pass the `steps` object to the run() function
export default defineComponent({
async run({ steps, $ }) {
// Return data to use it in future steps
return steps.trigger.event
},
})Community Posts#
