Integrate the Zoho CRM API with the Wealthbox API

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

Popular Ways to Connect Zoho CRM with Wealthbox#

Convert Lead with Zoho CRM API on New Contact Created from Wealthbox API

Wealthbox + Zoho CRM

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Convert Lead with Zoho CRM API on New Event Created from Wealthbox API

Wealthbox + Zoho CRM

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Convert Lead with Zoho CRM API on New Opportunity Created from Wealthbox API

Wealthbox + Zoho CRM

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Convert Lead with Zoho CRM API on New Task Created from Wealthbox API

Wealthbox + Zoho CRM

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Create Contact with Wealthbox API on New Contact (Instant) from Zoho CRM API

Zoho CRM + Wealthbox

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Popular Zoho CRM and Wealthbox Triggers#

New Contact Created from the Wealthbox API

Emit new event for each contact created. See the documentation

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New Event Created from the Wealthbox API

Emit new event for each event created. See the documentation

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New Opportunity Created from the Wealthbox API

Emit new event for each opportunity created. See the documentation

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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 Task Created from the Wealthbox API

Emit new event for each task created. See the documentation

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Popular Zoho CRM and Wealthbox Actions#

Convert Lead with the Zoho CRM API

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

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Create Contact with the Wealthbox API

Create a new contact. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Create Event with the Wealthbox API

Create a new event. See the documentation

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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#

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 Wealthbox#

The Wealthbox API allows for the management and automation of customer relationship management (CRM) tasks within Wealthbox's platform. By leveraging this API on Pipedream, you can create workflows that automate updates, manage contacts, and sync data across multiple applications. This can greatly enhance productivity, reduce manual entry errors, and keep data consistent across platforms.

Connect Wealthbox#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    wealthbox: {
      type: "app",
      app: "wealthbox",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.crmworkspace.com/v1/me`,
      headers: {
        Authorization: `Bearer ${this.wealthbox.$auth.oauth_access_token}`,
      },
    })
  },
})