← Google Workspace Admin + Zoho CRM integrations

Convert Lead with Zoho CRM API on New Admin Activity By Application Name from Google Workspace Admin API

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New Admin Activity By Application Name from the Google Workspace Admin 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 Google Workspace Admin 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 New Admin Activity By Application Name trigger
    1. Connect your Google Workspace Admin account
    2. Configure timer
    3. Select a Application Name
  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:Emit new admin activities by selected user
Version:0.0.4
Key:google_workspace-new-admin-activity-by-app-name

Google Workspace Admin Overview

The Google Workspace Admin API unlocks the power to manage your organization's Google Workspace services. With Pipedream, leverage this API to automate user account management tasks, control devices, manage groups, and gain insights through reports. Simplify complex operational workflows and keep your Workspace environment finely tuned and secure without manual intervention.

Trigger Code

import { defineSource } from "@pipedream/types";
import common from "../common.mjs";
export default defineSource({
    ...common,
    key: "google_workspace-new-admin-activity-by-app-name",
    name: "New Admin Activity By Application Name",
    description: "Emit new admin activities by selected user",
    version: "0.0.4",
    type: "source",
    dedupe: "unique",
    props: {
        ...common.props,
        applicationName: {
            propDefinition: [
                common.props.googleWorkspace,
                "applicationName",
            ],
        },
    },
    methods: {
        ...common.methods,
        getApplicationName() {
            return this.applicationName;
        },
        getMetadata(data) {
            return {
                id: data.id.uniqueQualifier,
                ts: Date.parse(data.id.time),
                summary: "New Admin Activity By App Name",
            };
        },
    },
});

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
Google Workspace AdmingoogleWorkspaceappThis component uses the Google Workspace Admin app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
timer$.interface.timer

How often you want to check if the Webhook has already expired

Application NameapplicationNamestringSelect a value from the drop down menu:access_transparencyadmincalendarchatdrivegcpgplusgroupsgroups_enterprisejamboardloginmeetmobilerulessamltokenuser_accountscontext_aware_accesschromedata_studiokeep

Trigger Authentication

Google Workspace Admin uses OAuth authentication. When you connect your Google Workspace Admin account, Pipedream will open a popup window where you can sign into Google Workspace Admin and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Google Workspace Admin API.

Pipedream requests the following authorization scopes when you connect your account:

emailprofilehttps://www.googleapis.com/auth/admin.directory.user.securityhttps://apps-apis.google.com/a/feeds/alias/https://www.googleapis.com/auth/admin.directory.userhttps://www.googleapis.com/auth/admin.directory.user.aliashttps://www.googleapis.com/auth/cloud-platformhttps://www.googleapis.com/auth/admin.directory.device.chromeoshttps://www.googleapis.com/auth/admin.directory.customerhttps://www.googleapis.com/auth/admin.directory.domainhttps://www.googleapis.com/auth/admin.directory.domain.readonlyhttps://apps-apis.google.com/a/feeds/groups/https://www.googleapis.com/auth/admin.directory.grouphttps://www.googleapis.com/auth/admin.directory.group.memberhttps://www.googleapis.com/auth/admin.directory.device.mobilehttps://www.googleapis.com/auth/admin.directory.device.mobile.actionhttps://apps-apis.google.com/a/feeds/policies/https://www.googleapis.com/auth/admin.directory.orgunithttps://www.googleapis.com/auth/admin.directory.orgunit.readonlyhttps://www.googleapis.com/auth/admin.directory.rolemanagementhttps://apps-apis.google.com/a/feeds/calendar/resource/https://www.googleapis.com/auth/admin.directory.resource.calendarhttps://www.googleapis.com/auth/admin.directory.userschemahttps://www.googleapis.com/auth/admin.reports.audit.readonly

About Google Workspace Admin

Business apps & collaboration tools

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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