Integrate the Zoho SalesIQ API with the Zoho CRM API

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.

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

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Popular Ways to Connect Zoho SalesIQ with Zoho CRM#

Convert Lead with Zoho CRM API on New Conversation Created from Zoho SalesIQ API

Zoho SalesIQ + Zoho CRM

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

Zoho CRM + Zoho SalesIQ

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Create Article with Zoho SalesIQ API on New Event (Instant) from Zoho CRM API

Zoho CRM + Zoho SalesIQ

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Create Article with Zoho SalesIQ API on New Lead (Instant) from Zoho CRM API

Zoho CRM + Zoho SalesIQ

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Create Article with Zoho SalesIQ API on New Module Entry (Instant) from Zoho CRM API

Zoho CRM + Zoho SalesIQ

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Popular Zoho SalesIQ and Zoho CRM Triggers#

New Conversation Created from the Zoho SalesIQ API

Emit new event when a new conversation is created.

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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 Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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New Lead (Instant) from the Zoho CRM API

Emits an event each time a new lead is created in Zoho CRM

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New Module Entry (Instant) from the Zoho CRM API

Emit new events each time a new module/record is created in Zoho CRM

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Popular Zoho SalesIQ and Zoho CRM Actions#

Create Article with the Zoho SalesIQ API

Create a new article. See the documentation

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Convert Lead with the Zoho CRM API

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

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Get Visitor Feedback with the Zoho SalesIQ API

Retrieve visitor feedback by conversation ID. 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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List Feedback with the Zoho SalesIQ API

Retrieve a list of feedback from website visitors. See the documentation

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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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