Zoho CRM
Customer Relationship Management
Integrate the Zoho CRM API with the Slack API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Slack API. Pipedream's integration platform allows you to integrate Zoho CRM and Slack remarkably fast. Free for developers.
Popular Zoho CRM and Slack Triggers#
Emit new event when a new message is posted to one or more channels
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
Popular Zoho CRM and Slack Actions#
Send a message to a public channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here
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.
Send a message to a private channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here
Overview of Zoho CRM#
Zoho CRM API is a powerful and versatile tool to create business applications.
It provides an easy to use platform for developers to create customer-facing
applications for businesses of all sizes. With the Zoho CRM API, developers can
create applications for sales, marketing, customer support, and even financial
data management.
The Zoho CRM API provides access to a comprehensive set of features that allow
developers to build efficient, reliable and intuitive business solutions. These
features include:
- Customer Relationship Management (CRM)
- Automation Tools
- Reporting and Analytics
- Customization and Deployment
Here are some examples of what developers can build using the Zoho CRM API:
- Automate customer interactions and manage customer relationship workflows
- Send targeted emails based on customer segmentation or customer behavior
- Leverage the reporting and analytics capabilities of the Zoho CRM to gain
insights into customer data - Create dynamic dashboards and reports to better understand customer
engagement and performance - Develop customer relationship management apps to capture customer information
and interact with customers - Integrate the Zoho CRM with external applications and services to build
comprehensive customer-facing applications.
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 Slack#
With the Slack API, you can build all sorts of integrations and applications to
make your work life easier. Here are just a few examples:
- Automate posting updates to your team channel
- Create a bot to answer common questions
- Integrate with your existing tools and services
- Build a custom dashboard to track your team's progress
- Create a bot to handle scheduling and meeting requests
- And much more!
Connect Slack#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
slack: {
type: "app",
app: "slack",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://slack.com/api/users.profile.get`,
headers: {
Authorization: `Bearer ${this.slack.$auth.oauth_access_token}`,
},
})
},
})
Related Videos#
Community Posts#
