Add Lead with DealMachine API on New Module Entry (Instant) from Zoho CRM API

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New Module Entry (Instant) from the Zoho CRM API

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Add Lead with the DealMachine API

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Getting Started#

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

Select this integration
Configure the New Module Entry (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select a Module
Configure the Add Lead action
1. Connect your DealMachine account
2. Select a Address Type
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 Module Entry (Instant) on Zoho CRM

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

Version:0.0.14

Key:zoho_crm-new-module-entry

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

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    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.
Module	`moduleInfo`	`string`	Select a value from the drop down menu.

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 Lead on DealMachine

Description:Add a lead to your team's account. [See the documentation](https://docs.dealmachine.com/#1f003772-6a7b-43f6-8839-1f30bed55b19)

Version:0.0.1

Key:dealmachine-add-lead

View on GitHub

DealMachine Overview#

The DealMachine API allows for automation of real estate investment tasks such as property research, direct mail marketing, and lead management. By connecting the DealMachine API to Pipedream, users can automate workflows, combine real estate data with other apps, and trigger custom actions based on specific criteria. Pipedream's serverless platform provides a powerful way to interact with the DealMachine API, process data, and integrate with countless other services to optimize real estate investment strategies.

Action Code#

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

export default {
  key: "dealmachine-add-lead",
  name: "Add Lead",
  version: "0.0.1",
  description: "Add a lead to your team's account. [See the documentation](https://docs.dealmachine.com/#1f003772-6a7b-43f6-8839-1f30bed55b19)",
  type: "action",
  props: {
    dealmachine,
    addressType: {
      type: "integer",
      label: "Address Type",
      description: "The type of the address you want to add.",
      reloadProps: true,
      options: [
        {
          label: "Full Address",
          value: 1,
        },
        {
          label: "Lat and Lng",
          value: 2,
        },
        {
          label: "Object Address",
          value: 3,
        },
      ],
    },
  },
  async additionalProps() {
    switch (this.addressType) {
    case 1:
      return {
        fullAddress: {
          type: "string",
          label: "Full Address",
          description: "A full address in one string (This will be the least accurate).",
        },
      };
    case 2:
      return {
        latitude: {
          type: "string",
          label: "Latitude",
          description: "The latitude of the address.",
        },
        longitude: {
          type: "string",
          label: "Longitude",
          description: "The longitude of the address.",
        },
      };
    case 3:
      return {
        address: {
          type: "string",
          label: "Address",
          description: "The address of the lead.",
        },
        address2: {
          type: "string",
          label: "Address 2",
          description: "The second line of the address.",
          optional: true,
        },
        city: {
          type: "string",
          label: "City",
          description: "The city of the address.",
        },
        state: {
          type: "string",
          label: "State",
          description: "The state of the address.",
        },
        zip: {
          type: "string",
          label: "Zip",
          description: "The zipcode of the address.",
        },
      };
    }
  },
  async run({ $ }) {
    const {
      dealmachine,
      fullAddress,
      ...data
    } = this;

    const {
      error, data: response,
    } = await dealmachine.addLead({
      $,
      data: {
        full_address: fullAddress,
        ...data,
      },
    });

    if (error) {
      throw new Error(error.message);
    }

    $.export("$summary", `A new lead with Id: ${response.id} was successfully created!`);
    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
DealMachine	`dealmachine`	`app`	This component uses the DealMachine app.
Address Type	`addressType`	`integer`	Select a value from the drop down menu:`{ "label": "Full Address", "value": 1 }{ "label": "Lat and Lng", "value": 2 }{ "label": "Object Address", "value": 3 }`

Action Authentication#

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

To retrieve your API Key,

Navigate to your DealMachine account and sign in
Hit the navigation menu on the top right.
Go to “Application Settings” > “API”

Add Lead with DealMachine API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for DealMachine, 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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