Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Integrate the Zoho CRM API with the SalesLens API
Setup the Zoho CRM API trigger to run a workflow which integrates with the SalesLens API. Pipedream's integration platform allows you to integrate Zoho CRM and SalesLens remarkably fast. Free for developers.
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Popular Ways to Connect Zoho CRM with SalesLens#
Popular Zoho CRM and SalesLens 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 SalesLens Actions#
Converts a Lead into a Contact or an Account. See the documentation
Uploads a conversation recording. See the documentation
Uploads a transcript of the conversation. 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.
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 SalesLens#
SalesLens is an analytics platform designed to help you understand and engage with your customers. By analyzing customer interactions, SalesLens provides insights that can lead to more effective sales strategies and improved customer engagement. With the SalesLens API, you can access customer data, manage accounts, and trigger personalized actions based on customer behavior. In Pipedream, you can leverage this capability to create automated workflows that respond to data events in real-time, integrate with other apps, or process large datasets asynchronously.
Connect SalesLens#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
saleslens: {
type: "app",
app: "saleslens",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.saleslens.io/api/access_token/employees`,
headers: {
"Authorization": `${this.saleslens.$auth.api_token}`,
"Content-Type": `application/json`,
},
})
},
})
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