Create Person with Salesloft API on New Conversation Created from Zoho SalesIQ API

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Trigger workflow on

New Conversation Created from the Zoho SalesIQ API

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Create Person with the Salesloft API

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Getting Started#

This integration creates a workflow with a Zoho SalesIQ trigger and Salesloft action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Conversation Created trigger
1. Connect your Zoho SalesIQ account
2. Select a Screen Name
3. Select one or more Apps
Configure the Create Person action
1. Connect your Salesloft account
2. Configure info
3. Optional- Configure Email
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Phone
7. Optional- Configure Title
8. Optional- Configure Company
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Conversation Created on Zoho SalesIQ

Description:Emit new event when a new conversation is created.

Version:0.0.1

Key:zoho_salesiq-conversation-created

View on GitHub

Zoho SalesIQ Overview#

The Zoho SalesIQ API offers a wealth of possibilities for engaging with customers and streamlining sales processes. By leveraging this API in Pipedream, you can craft automated workflows to react to events, manage visitors, and integrate customer interaction data with other services. This could range from triggering actions based on visitor activities to syncing chat transcripts with CRM tools. Pipedream's ability to connect with hundreds of apps allows for creative and powerful automations that can save time and provide valuable insights.

Trigger Code#

import common from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "zoho_salesiq-conversation-created",
  name: "New Conversation Created",
  description: "Emit new event when a new conversation is created.",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "conversation.created",
      ];
    },
    generateMeta(body) {
      return {
        id: body.entity_id,
        summary: body.entity.question,
        ts: body.event_time,
      };
    },
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Zoho SalesIQ	`zohoSalesIQ`	`app`	This component uses the Zoho SalesIQ app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Screen Name	`screenName`	`string`	Select a value from the drop down menu.
Apps	`appIds`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

Zoho SalesIQ uses OAuth authentication. When you connect your Zoho SalesIQ account, Pipedream will open a popup window where you can sign into Zoho SalesIQ and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho SalesIQ API.

Pipedream requests the following authorization scopes when you connect your account:

SalesIQ.operators.readSalesIQ.portals.readSalesIQ.leadscorerules.readSalesIQ.leadscoreconfigs.readSalesIQ.webhooks.CREATESalesIQ.webhooks.DELETESalesIQ.articles.CREATESalesIQ.feedbacks.READSalesIQ.conversations.READSalesIQ.apps.READSalesIQ.articles.READSalesIQ.departments.READ

About Zoho SalesIQ#

Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor at every stage of the customer lifecycle. This all-in-one live chat and analytics platform promotes proactive customer engagement, allowing you to initiate the right kind of conversation at exactly the right time.

Action#

Create Person on Salesloft

Description:Creates a new person in Salesloft. [See the documentation](https://developers.salesloft.com/docs/api/people-create/)

Version:0.0.2

Key:salesloft-create-person

View on GitHub

Action Code#

import salesloft from "../../salesloft.app.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "salesloft-create-person",
  name: "Create Person",
  description: "Creates a new person in Salesloft. [See the documentation](https://developers.salesloft.com/docs/api/people-create/)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    salesloft,
    info: {
      type: "alert",
      alertType: "info",
      content: "Either `Email Address` or both `Phone` and `Last Name` must be provided.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email address of the person",
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the person",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the person",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number of the person",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "The job title of the person",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "The company name of the person",
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.email && !(this.phone && this.lastName)) {
      throw new ConfigurationError("Either `Email Address` or both `Phone` and `Last Name` must be provided");
    }

    const response = await this.salesloft.createPerson({
      $,
      data: {
        email_address: this.email,
        first_name: this.firstName,
        last_name: this.lastName,
        phone: this.phone,
        title: this.title,
        company_name: this.company,
      },
    });

    $.export("$summary", `Successfully created person (ID: ${response.id})`);

    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Salesloft	`salesloft`	`app`	This component uses the Salesloft app.
Email	`email`	`string`	The email address of the person
First Name	`firstName`	`string`	The first name of the person
Last Name	`lastName`	`string`	The last name of the person
Phone	`phone`	`string`	The phone number of the person
Title	`title`	`string`	The job title of the person
Company	`company`	`string`	The company name of the person