Integrate the Zoho CRM API with the Slack API

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.

Getting Started

First, sign up for Pipedream at https://pipedream.com.
Create a new workflow.
Select a trigger for your workflow (for example, HTTP or Cron).
Add a new step and search for "Zoho CRM". This will display actions associated with the Zoho CRM app. You can choose to either "Run Node.js code with Zoho CRM" or select one of the prebuilt actions for performing common API operations.
Once you've added a step, press the Connect Zoho CRM button near the top. If this is your first time authorizing Pipedream's access to your Zoho CRM account, you'll be prompted to accept that access, and Pipedream will store the authorization grant to enable the workflow to access the API. If you've already linked a Zoho CRM account via Pipedream, pressing Connect Zoho CRM will list any existing accounts you've linked.

Once you've connected your account, you can run your workflow and fetch data from the API. You can change any of the code associated with this step, changing the API endpoint you'd like to retrieve data from, or modifying the results in any way.

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#

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. When you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions, or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It just makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Here are some examples of automations you can build with Pipedream on Slack:

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!

Should I use the Slack or Slack Bot app on Pipedream?

The Slack app is the easiest and most convienent option to get started. It installs the official Pipedream bot into your Slack workspace with just a few clicks.

However, if you'd like to use your own bot registered with the Slack API, you can use the Slack Bot app instead.

The Slack Bot requires a bot token to allow your Pipedream workflows to authenticate as your bot. The extra set up steps allow you to list your custom bot on the Slack Marketplace, or install the bot on other workspaces as your bot's name instead of as Pipedream.

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}`,
      },
    })
  },
})

Save Zoom Cloud Recordings to Google Drive and Share on Slack

Save Zoom Cloud Recordings to Google Drive and Share on Slack.

Run a Pipedream workflow on PagerDuty on-call rotations

Run common workflows, or any Node.js code you'd like, each time a new user rotates onto an on-call schedule.

Community Posts#

Airtable Webhooks with Slack + Pipedream

We love Airtable here at Pipedream. But Airtable lacks one killer feature — webhooks. We took advantage of Airtable’s Slack notifications and built a way to send webhooks to an HTTP endpoint every time a record is created or updated in a base. It takes 10 minutes to setup and it’s free.