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.

Convert Lead with Zoho CRM API on New Message In Channels from Slack API
Slack + Zoho CRM
 
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Create Object with Zoho CRM API on New Message In Channels from Slack API
Slack + Zoho CRM
 
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Download Attachment with Zoho CRM API on New Message In Channels from Slack API
Slack + Zoho CRM
 
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Get Object with Zoho CRM API on New Message In Channels from Slack API
Slack + Zoho CRM
 
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List Fields with Zoho CRM API on New Message In Channels from Slack API
Slack + Zoho CRM
 
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New Message In Channels (Instant) from the Slack API

Emit new event when a new message is posted to one or more channels

 
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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 docs here

 
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Create Object with the Zoho CRM API

Create a new object/module entry. See the docs here

 
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Send Message to a Public Channel with the Slack API

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

 
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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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Send Message to a Private Channel with the Slack API

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

 
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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

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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 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

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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}`,
      },
    })
  },
})
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