Zoho CRM API Integrations
Build and run workflows using the Zoho CRM API. Use 1000s of source-available triggers and actions across 1400+ apps. Or write custom code to integrate any app or API in seconds.
Overview#
Zoho CRM API is a powerful and versatile tool to create business applications. It provides an easy to use platform for developers to create customer-facing applications for businesses of all sizes. With the Zoho CRM API, developers can create applications for sales, marketing, customer support, and even financial data management.
The Zoho CRM API provides access to a comprehensive set of features that allow developers to build efficient, reliable and intuitive business solutions. These features include:
- Customer Relationship Management (CRM)
- Automation Tools
- Reporting and Analytics
- Customization and Deployment
Here are some examples of what developers can build using the Zoho CRM API:
- Automate customer interactions and manage customer relationship workflows
- Send targeted emails based on customer segmentation or customer behavior
- Leverage the reporting and analytics capabilities of the Zoho CRM to gain insights into customer data
- Create dynamic dashboards and reports to better understand customer engagement and performance
- Develop customer relationship management apps to capture customer information and interact with customers
- Integrate the Zoho CRM with external applications and services to build comprehensive customer-facing applications.
Getting Started
- First, sign up for Pipedream at https://pipedream.com.
- Create a new workflow.
- Select a trigger for your workflow (for example, HTTP or Cron).
- Add a new step and search for "Zoho CRM". This will display actions associated with the Zoho CRM app. You can choose to either "Run Node.js code with Zoho CRM" or select one of the prebuilt actions for performing common API operations.
- Once you've added a step, press the Connect Zoho CRM button near the top. If this is your first time authorizing Pipedream's access to your Zoho CRM account, you'll be prompted to accept that access, and Pipedream will store the authorization grant to enable the workflow to access the API. If you've already linked a Zoho CRM account via Pipedream, pressing Connect Zoho CRM will list any existing accounts you've linked.
Once you've connected your account, you can run your workflow and fetch data from the API. You can change any of the code associated with this step, changing the API endpoint you'd like to retrieve data from, or modifying the results in any way.
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}`,
},
})
},
})
Choose an API to Connect with Zoho CRM API#
1-12of1400+apps by most popular
Popular Zoho CRM Integrations#
Popular Zoho CRM Triggers#
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
Emits an event each time a new contact is created or updated in Zoho CRM
Popular Zoho CRM 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.
Authentication#
Zoho CRM uses OAuth authentication. When you connect your Zoho CRM account, Pipedream will open a popup window where you can sign into Zoho CRM 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 CRM API.
Pipedream requests the following authorization scopes when you connect your account:
ZohoCRM.settings.allZohoCRM.users.allZohoCRM.org.allZohoCRM.modules.allZohoCRM.bulk.allZohoCRM.notifications.readZohoCRM.notifications.createZohoCRM.notifications.updateZohoCRM.notifications.deleteZohoCRM.coql.READZohoCRM.functions.execute.READZohoCRM.functions.execute.CREATEZohoCRM.templates.email.READZohoCRM.templates.inventory.READ- authorization
GEThttps://accounts.{{custom_fields.base_api_uri}}/oauth/v2/auth?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}&prompt=consent&access_type=offline - accessToken
POST{{custom_fields.accounts_server}}/oauth/v2/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POST{{custom_fields.accounts_server}}/oauth/v2/token?client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}&redirect_uri={{oauth.redirect_uri}}content-type:application/x-www-form-urlencodedaccept:application/json