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 Zoho Projects API
Setup the Zoho CRM API trigger to run a workflow which integrates with the Zoho Projects API. Pipedream's integration platform allows you to integrate Zoho CRM and Zoho Projects remarkably fast. Free for developers.
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Popular Ways to Connect Zoho CRM with Zoho Projects#
Popular Zoho CRM and Zoho Projects Triggers#
Popular Zoho CRM and Zoho Projects Actions#
Converts a Lead into a Contact or an Account. See the documentation
Add Time for a General Log. Adds the time log to other tasks. See the docs here
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 Zoho Projects#
The Zoho Projects API lets you harness the full potential of project management by enabling seamless integration with other tools and automating routine tasks. With it, you can create projects, manage tasks, track time, and customize your workflow. On Pipedream, you can leverage this API to build robust automations that connect Zoho Projects with a plethora of other apps, streamlining project tracking and collaboration workflows, all without writing a single line of code.
Connect Zoho Projects#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_projects: {
type: "app",
app: "zoho_projects",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://projectsapi.${this.zoho_projects.$auth.region}/restapi/portals/`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_projects.$auth.oauth_access_token}`,
},
})
},
})
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