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with Zoho SalesIQ and Zoho CRM?
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Popular Ways to Connect Zoho SalesIQ with Zoho CRM#
Popular Zoho SalesIQ and Zoho CRM Triggers#
Emit new event when a new conversation is created.
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 SalesIQ and Zoho CRM Actions#
Converts a Lead into a Contact or an Account. See the documentation
Retrieve visitor feedback by conversation ID. See the documentation
Retrieve a list of feedback from website visitors. See the documentation
Overview of Zoho SalesIQ#
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.
Connect Zoho SalesIQ#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_salesiq: {
type: "app",
app: "zoho_salesiq",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.zoho_salesiq.$auth.base_api_uri}/api/v2/portals`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_salesiq.$auth.oauth_access_token}`,
},
})
},
})
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}`,
},
})
},
})
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