Integrate the Zoho CRM API with the Retently API

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

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Popular Ways to Connect Zoho CRM with Retently#

Add Tags to Response with Retently API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Retently

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Add Tags to Response with Retently API on New Event (Instant) from Zoho CRM API

Zoho CRM + Retently

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Add Tags to Response with Retently API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Retently

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Add Tags to Response with Retently API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Retently

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Add Tags to Response with Retently API on New or Updated Contact (Instant) from Zoho CRM API

Zoho CRM + Retently

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Popular Zoho CRM and Retently Triggers#

New Customer Added from the Retently API

Emit new event when a new customer is added.

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New Survey Response from the Retently API

Emit new event when a new survey response is received.

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New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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Popular Zoho CRM and Retently Actions#

Convert Lead with the Zoho CRM API

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

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Add Tags to Response with the Retently API

Adds tags to a response. 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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Create Customer with the Retently API

Creates a new customer. 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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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 Retently#

The Retently API offers a robust set of features for gathering and leveraging customer feedback. With it, you can automate the collection of NPS scores, follow up on customer surveys, and integrate customer sentiment data into other business tools. Pipedream makes these interactions smooth by triggering workflows from Retently events or sending data back to Retently, enabling you to synchronize your customer feedback with the rest of your tech stack effortlessly.

Connect Retently#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    retently: {
      type: "app",
      app: "retently",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.retently.com/api/v2/nps/customers`,
      headers: {
        "Authorization": `api_key=${this.retently.$auth.api_key}`,
      },
    })
  },
})

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