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 WhatsApp Business API
Setup the Zoho CRM API trigger to run a workflow which integrates with the WhatsApp Business API. Pipedream's integration platform allows you to integrate Zoho CRM and WhatsApp Business remarkably fast. Free for developers.
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Popular Ways to Connect Zoho CRM with WhatsApp Business#
Popular Zoho CRM and WhatsApp Business Triggers#
Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your Facebook Developer Account. See documentation for more information about Webhook setup.
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 WhatsApp Business 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 WhatsApp Business#
The WhatsApp Business API on Pipedream is a powerful avenue for automating interactions with customers on WhatsApp. You can send messages, set up automated responses, and manage conversations on a large scale. With Pipedream's serverless platform, you can create workflows that trigger from various events and connect WhatsApp Business with numerous other apps to automate tasks, notify teams, sync data, and more, all without managing infrastructure.
Connect WhatsApp Business#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
whatsapp_business: {
type: "app",
app: "whatsapp_business",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.facebook.com/v15.0/${this.whatsapp_business.$auth.business_account_id}/phone_numbers`,
headers: {
Authorization: `Bearer ${this.whatsapp_business.$auth.permanent_access_token}`,
},
})
},
})
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