Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
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
Converts a Lead into a Contact or an Account. 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 Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesflare: {
type: "app",
app: "salesflare",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.salesflare.com/me`,
headers: {
Authorization: `Bearer ${this.salesflare.$auth.api_key}`,
},
})
},
})