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 Teamgate API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Teamgate API. Pipedream's integration platform allows you to integrate Zoho CRM and Teamgate remarkably fast. Free for developers.
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Popular Zoho CRM and Teamgate 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
Emit new event when a activity status is changed. See docs here
Popular Zoho CRM and Teamgate Actions#
Converts a Lead into a Contact or an Account. 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 Teamgate#
Teamgate's API provides the ability to manage a sales pipeline, customer data, and interactions within the Teamgate CRM system. By leveraging the Teamgate API on Pipedream, you can automate various aspects of the sales process, synchronize customer information across platforms, and generate insights from sales data. With Pipedream's serverless integration capabilities, connecting Teamgate to other services becomes a streamlined process, enabling users to create custom workflows that trigger actions, process data, and manage tasks without manual intervention.
Connect Teamgate#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
teamgate: {
type: "app",
app: "teamgate",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.teamgate.com/v4/users`,
headers: {
"X-App-Key": `${this.teamgate.$auth.app_key}`,
"X-Auth-Token": `${this.teamgate.$auth.auth_token}`,
},
})
},
})
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