Add Contact with GoDial API on New Lead (Instant) from Zoho CRM API

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Trigger workflow on

New Lead (Instant) from the Zoho CRM API

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Add Contact with the GoDial API

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Getting Started#

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

Select this integration
Configure the New Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Add Contact action
1. Connect your GoDial account
2. Select a List ID
3. Configure Phone
4. Optional- Configure Name
5. Optional- Configure Email
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 Lead (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-lead

View on GitHub

Zoho CRM Overview#

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.

Trigger Code#

import common from "../common/http-based/common-predefined-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
      ];
    },
  },
};

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 CRM	`zohoCrm`	`app`	This component uses the Zoho CRM 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.
Subscription Renewal Timer	`timer`	`$.interface.timer`	Zoho CRM webhooks subscriptions have an expiration date of up to 1 day. This event source renews the subscription every 12 hours by default.

Trigger 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

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

Action#

Add Contact on GoDial

Description:Adds a contact. [See docs here](https://godial.stoplight.io/docs/godial/b3A6MzAzMTY2Mg-contact-add)

Version:0.0.1

Key:godial-add-contact

View on GitHub

GoDial Overview#

GoDial turns your phone into a call center, enabling businesses to manage calls and contacts efficiently. The API provides programmatic access to this functionality, allowing you to trigger calls, manage contacts, and automate call logging. With Pipedream, you can harness GoDial's capabilities to create workflows that connect call activities with CRM platforms, customer support tickets, and notification systems, streamlining communication processes within your business.

Action Code#

import godial from "../../app/godial.app.mjs";

export default {
  name: "Add Contact",
  version: "0.0.1",
  key: "godial-add-contact",
  description: "Adds a contact. [See docs here](https://godial.stoplight.io/docs/godial/b3A6MzAzMTY2Mg-contact-add)",
  type: "action",
  props: {
    godial,
    listId: {
      propDefinition: [
        godial,
        "listId",
      ],
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone of the contact to add",
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the contact to add",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact to add",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.godial.addContact({
      $,
      data: {
        listId: this.listId,
        name: this.name,
        email: this.email,
        phone: this.phone,
      },
    });

    if (response) {
      $.export("$summary", `Successfully added contact with 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
GoDial	`godial`	`app`	This component uses the GoDial app.
List ID	`listId`	`string`	Select a value from the drop down menu.
Phone	`phone`	`string`	The phone of the contact to add
Name	`name`	`string`	The name of the contact to add
Email	`email`	`string`	The email of the contact to add

Action Authentication#

GoDial uses API keys for authentication. When you connect your GoDial account, Pipedream securely stores the keys so you can easily authenticate to GoDial APIs in both code and no-code steps.

To retrieve your API Token,

Navigate to your GoDial account and sign in
Go to “Integration” > “External API” > “Connect”

Add Contact with GoDial API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for GoDial, Zoho CRM and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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