Integrate the Zoho CRM API with the Pipefy API

Setup the Zoho CRM API trigger to run a workflow which integrates with the Pipefy API. Pipedream's integration platform allows you to integrate Zoho CRM and Pipefy remarkably fast. Free for developers.

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Popular Ways to Connect Zoho CRM with Pipefy#

Convert Lead with Zoho CRM API on Card Created (Instant) from Pipefy API

Pipefy + Zoho CRM

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Convert Lead with Zoho CRM API on Card Done (Instant) from Pipefy API

Pipefy + Zoho CRM

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Convert Lead with Zoho CRM API on Card Expired from Pipefy API

Pipefy + Zoho CRM

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Convert Lead with Zoho CRM API on Card Field Updated (Instant) from Pipefy API

Pipefy + Zoho CRM

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Convert Lead with Zoho CRM API on Card Late from Pipefy API

Pipefy + Zoho CRM

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Popular Zoho CRM and Pipefy Triggers#

Card Created (Instant) from the Pipefy API

Emits an event for each new card created in a Pipe.

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Card Done (Instant) from the Pipefy API

Emits an event each time a card is moved to Done a Pipe.

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Card Expired from the Pipefy API

Emits an event each time a card becomes expired in a Pipe.

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Card Field Updated (Instant) from the Pipefy API

Emits an event each time a card field is updated in a Pipe.

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Card Late from the Pipefy API

Emits an event each time a card becomes late in a Pipe.

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Popular Zoho CRM and Pipefy Actions#

Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Download Attachment with the Zoho CRM API

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.

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Get Object with the Zoho CRM API

Gets record data given its id.

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List Fields with the Zoho CRM API

Gets the field metadata for the specified module

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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 Pipefy#

Pipefy is a platform that empowers users to streamline complex processes and workflows without the need for technical skills. With the Pipefy API, you can automate various aspects of your Pipefy environment, such as creating cards, updating fields, and managing pipelines programmatically. Use Pipedream to connect Pipefy with hundreds of other apps and orchestrate workflows that can save time, reduce errors, and enhance efficiency.

Connect Pipefy#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipefy: {
      type: "app",
      app: "pipefy",
    }
  },
  async run({steps, $}) {
    const data = {
      "query": `{ me { name } }`,
    }
    return await axios($, {
      method: "post",
      url: `https://api.pipefy.com/graphql`,
      headers: {
        Authorization: `Bearer ${this.pipefy.$auth.token}`,
      },
      data,
    })
  },
})

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