← Apollo.io + Zoho CRM integrations

Convert Lead with Zoho CRM API on Contact Created from Apollo.io API

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Trigger workflow on
Contact Created from the Apollo.io API
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Convert Lead with the Zoho CRM API
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Getting Started

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

  1. Select this integration
  2. Configure the Contact Created trigger
    1. Connect your Apollo.io account
    2. Configure Polling schedule
  3. Configure the Convert Lead action
    1. Connect your Zoho CRM account
    2. Select a Lead
    3. Optional- Select a Account
    4. Optional- Select a Contact
    5. Optional- Select a User
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Triggers when a contact is created. [See the documentation](https://apolloio.github.io/apollo-api-docs/?shell#search-for-contacts)
Version:0.0.4
Key:apollo_io-contact-created

Apollo.io Overview

The Apollo.io API on Pipedream enables you to automate sales processes by giving you programmatic access to your Apollo.io data. Through this API, you can manage leads, contacts, and opportunities, or sync data with your CRM. Pipedream's serverless platform allows you to connect Apollo.io with hundreds of other apps to automate workflows like lead enrichment, data syncing between apps, and triggering personalized communication based on prospect actions.

Trigger Code

import common from "../common/polling.mjs";

export default {
  ...common,
  key: "apollo_io-contact-created",
  name: "Contact Created",
  description: "Triggers when a contact is created. [See the documentation](https://apolloio.github.io/apollo-api-docs/?shell#search-for-contacts)",
  type: "source",
  version: "0.0.4",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "contacts";
    },
    getResourceFn() {
      return this.app.searchContacts;
    },
    getResourceFnArgs() {
      return {
        params: {
          sort_by_field: "contact_created_at",
          sort_ascending: false,
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Contact: ${resource.name}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

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.
LabelPropTypeDescription
Apollo.ioappappThis component uses the Apollo.io app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the API

Trigger Authentication

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

You can get your API Key at the API Settings page of your Apollo.io account.

About Apollo.io

The leading data-first sales acceleration platform.

Action

Description:Converts a Lead into a Contact or an Account. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/convert-lead.html)
Version:0.1.1
Key:zoho_crm-convert-lead

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.

Action Code

import zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-convert-lead",
  name: "Convert Lead",
  description: "Converts a Lead into a Contact or an Account. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/convert-lead.html)",
  version: "0.1.1",
  type: "action",
  props: {
    zohoCrm,
    lead: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Leads",
        }),
      ],
      label: "Lead",
      description: "Unique identifier of the lead record to be converted",
    },
    account: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Accounts",
        }),
      ],
      label: "Account",
      description: "Use this key to associate an account with the lead being converted. Pass the unique and valid account ID.",
      optional: true,
    },
    contact: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Contacts",
        }),
      ],
      label: "Contact",
      description: "Use this key to associate a contact with the lead being converted. Pass the unique and valid contact ID.",
      optional: true,
    },
    user: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "users?type=ActiveUsers",
        }),
      ],
      label: "User",
      description: "Use this key to assign record owner for the new contact and account. Pass the unique and valid user ID.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      lead,
      account,
      contact,
      user,
    } = this;
    const data = {
      data: [
        this.zohoCrm.omitEmptyStringValues({
          Accounts: account,
          Contacts: contact,
          assign_to: user,
        }),
      ],
    };
    const res = await this.zohoCrm.convertLead(lead, data, $);
    $.export("$summary", "Successfully converted lead");
    return res;
  },
};

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.

LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
LeadleadstringSelect a value from the drop down menu.
AccountaccountstringSelect a value from the drop down menu.
ContactcontactstringSelect a value from the drop down menu.
UseruserstringSelect a value from the drop down menu.

Action 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.

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