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 Segment API

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

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Associate an identified user with a group with Segment API on New Contact (Instant) from Zoho CRM API
Zoho CRM + Segment
 
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Associate an identified user with a group with Segment API on New Event (Instant) from Zoho CRM API
Zoho CRM + Segment
 
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Associate an identified user with a group with Segment API on New Lead (Instant) from Zoho CRM API
Zoho CRM + Segment
 
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Associate an identified user with a group with Segment API on New Module Entry (Instant) from Zoho CRM API
Zoho CRM + Segment
 
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Associate an identified user with a group with Segment API on New or Updated Contact (Instant) from Zoho CRM API
Zoho CRM + Segment
 
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Webhook Destination (Instant) from the Segment API

Send events to a webhook. Requires a Team or Business account.

 
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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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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

 
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Convert Lead with the Zoho CRM API

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

 
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Associate an identified user with a group with the Segment API

Group lets you associate an identified user with a group (note requires userId or anonymousId). See the docs here

 
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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
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Associate one identity with another with the Segment API

Alias is how you associate one identity with another. See the docs here

 
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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

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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 Segment

The Segment API enables you to collect, manage, and route your customer analytics data to various tools for marketing, analytics, and data warehousing. By harnessing the Segment API on Pipedream, you can automate the ingestion and syncing of user events and properties to multiple destinations, allowing you to create seamless data pipelines without manual intervention. Pipedream's serverless platform empowers you to build custom workflows that react to events in real-time, enrich data, or trigger actions across your tech stack.

Connect Segment

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    segment: {
      type: "app",
      app: "segment",
    }
  },
  async run({steps, $}) {
    const data = {
      "event": `PipedreamTestOrder`,
      "anonymousId": `019mr8mf4r`,
    }
    return await axios($, {
      method: "post",
      url: `https://api.segment.io/v1/track`,
      headers: {
        "Content-Type": `application/json`,
      },
      auth: {
        username: `${this.segment.$auth.write_key}`,
        password: ``,
      },
      data,
    })
  },
})

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