← Zoho CRM + Pipedrive integrations

Search persons with Pipedrive API on New Lead (Instant) from Zoho CRM API

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New Lead (Instant) from the Zoho CRM API
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Search persons with the Pipedrive API
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Getting Started

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

  1. Select this integration
  2. Configure the New Lead (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Search persons action
    1. Connect your Pipedrive account
    2. Configure Search term
    3. Optional- Select one or more Search fields
    4. Optional- Configure Exact match
    5. Optional- Select a Organization ID
    6. Optional- Select a Include fields
    7. Optional- Configure Pagination start
    8. Optional- Configure Limit
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emits an event each time a new lead is created in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-lead

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 common from "../common/http-based/common-predefined-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
      ];
    },
  },
};

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.
LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Subscription Renewal Timertimer$.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.

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

Description:Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs [here](https://developers.pipedrive.com/docs/api/v1/Persons#searchPersons)
Version:0.1.10
Key:pipedrive-search-persons

Pipedrive Overview

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import constants from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-search-persons",
  name: "Search persons",
  description: "Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs [here](https://developers.pipedrive.com/docs/api/v1/Persons#searchPersons)",
  version: "0.1.10",
  type: "action",
  props: {
    pipedriveApp,
    term: {
      type: "string",
      label: "Search term",
      description: "The search term to look for. Minimum 2 characters (or 1 if using exact_match).",
    },
    fields: {
      type: "string[]",
      label: "Search fields",
      description: "An array containing fields to perform the search from. Defaults to all of them.",
      optional: true,
      options: constants.FIELD_OPTIONS,
    },
    exactMatch: {
      type: "boolean",
      label: "Exact match",
      description: "When enabled, only full exact matches against the given term are returned. It is not case sensitive.",
      optional: true,
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "Will filter Deals by the provided Organization ID. The upper limit of found Deals associated with the Organization is 2000.",
    },
    includeFields: {
      type: "string",
      label: "Include fields",
      description: "Supports including optional fields in the results which are not provided by default.",
      optional: true,
      options: constants.INCLUDE_FIELDS_OPTIONS,
    },
    start: {
      type: "integer",
      label: "Pagination start",
      description: "Pagination start. Note that the pagination is based on main results and does not include related items when using `search_for_related_items` parameter.",
      optional: true,
    },
    limit: {
      type: "integer",
      label: "Limit",
      description: "Items shown per page.",
      optional: true,
    },
  },
  async run({ $ }) {
    try {
      const resp =
        await this.pipedriveApp.searchPersons({
          term: this.term,
          fields: parseObject(this.fields),
          exact_match: this.exactMatch,
          org_id: this.organizationId,
          include_fields: this.includeFields,
          start: this.start,
          limit: this.limit,
        });

      $.export("$summary", `Successfully found ${resp.data?.items.length || 0} persons`);

      return resp;

    } catch ({ error }) {
      throw new ConfigurationError(error);
    }
  },
};

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.

LabelPropTypeDescription
PipedrivepipedriveAppappThis component uses the Pipedrive app.
Search termtermstring

The search term to look for. Minimum 2 characters (or 1 if using exact_match).

Search fieldsfieldsstring[]Select a value from the drop down menu:custom_fieldsemailnotesphonename
Exact matchexactMatchboolean

When enabled, only full exact matches against the given term are returned. It is not case sensitive.

Organization IDorganizationIdintegerSelect a value from the drop down menu.
Include fieldsincludeFieldsstringSelect a value from the drop down menu:person.picture
Pagination startstartinteger

Pagination start. Note that the pagination is based on main results and does not include related items when using search_for_related_items parameter.

Limitlimitinteger

Items shown per page.

Action Authentication

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

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

About Pipedrive

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

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