Convert Lead with Zoho CRM API on New Contact Created from Salesmsg API

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Trigger workflow on

New Contact Created from the Salesmsg 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 Salesmsg trigger and Zoho CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Contact Created trigger
1. Connect your Salesmsg account
2. Configure Polling interval
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
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 Contact Created on Salesmsg

Description:Emit new event when a new contact is created.

Version:0.0.1

Key:salesmsg-contact-created

View on GitHub

Salesmsg Overview#

The Salesmsg API facilitates two-way SMS and MMS communications, allowing users to send, receive, and manage messages programmatically. It provides a suite of tools to integrate texting capabilities into various workflows and systems. On Pipedream, you can harness this API to automate conversations, sync with customer databases, trigger notifications, and much more, utilizing Pipedream's serverless platform to connect Salesmsg with a plethora of other apps and services.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import salesmsg from "../../salesmsg.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "salesmsg-contact-created",
  name: "New Contact Created",
  version: "0.0.1",
  description: "Emit new event when a new contact is created.",
  type: "source",
  dedupe: "unique",
  props: {
    salesmsg,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the Salesmsg API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || "1970-01-01";
    },
    _setLastDate(lastDate) {
      this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults = 0) {

      const lastDate = this._getLastDate();
      const items = this.salesmsg.paginate({
        fn: this.salesmsg.listContacts,
        maxResults,
        perPage: true,
        params: {
          "sortBy": "created_at",
          "sortOrder": "desc",
          "filtersList[0][filters][0][key]": "created_at",
          "filtersList[0][filters][0][operator]": "is_after",
          "filtersList[0][filters][0][value]": lastDate,
          "filtersList[1][filters][0][key]": "created_at",
          "filtersList[1][filters][0][operator]": "is_equal_to",
          "filtersList[1][filters][0][value]": lastDate,
        },
      });

      let responseArray = [];

      for await (const item of items) {
        responseArray.push(item);
      }

      if (responseArray.length) this._setLastDate(responseArray[0].created_at);

      for (const item of responseArray.reverse()) {
        this.$emit(
          item,
          {
            id: item.id,
            summary: `A new contact with id: "${item.id}" was created!`,
            ts: item.created_at,
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
  sampleEmit,
};

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
Salesmsg	`salesmsg`	`app`	This component uses the Salesmsg app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Salesmsg API on this schedule

Trigger Authentication#

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

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

public-api

About Salesmsg#

One SMS app for your entire company. 2-way texting, SMS marketing, calling, & more.

Action#

Convert Lead on Zoho CRM

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

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.

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.

Label	Prop	Type	Description
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
Lead	`lead`	`string`	Select a value from the drop down menu.
Account	`account`	`string`	Select a value from the drop down menu.
Contact	`contact`	`string`	Select a value from the drop down menu.
User	`user`	`string`	Select 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

Convert Lead with Zoho CRM API on New Contact Created from Salesmsg API

Pipedream makes it easy to connect APIs for Zoho CRM, Salesmsg and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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