Convert Lead with Zoho CRM API on New Form from GetResponse API

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

Trigger workflow on

New Form from the GetResponse API

Next, do this

Convert Lead with the Zoho CRM API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a GetResponse 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 Form trigger
1. Connect your GetResponse account
2. Configure Polling schedule
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 Form on GetResponse

Description:Emit new event when a form is created. [See the docs here](https://apireference.getresponse.com/?_ga=2.47520738.499257728.1666974700-2116668472.1666974700&_gl=1*1f3h009*_ga*MjExNjY2ODQ3Mi4xNjY2OTc0NzAw*_ga_EQ6LD9QEJB*MTY2Njk3NzM0Ny4yLjEuMTY2Njk3ODQ3OS4zNi4wLjA.#operation/getFormList)

Version:0.0.2

Key:getresponse-new-form

View on GitHub

GetResponse Overview#

GetResponse API integrates email marketing and online campaign management tools into your applications for creating and managing mailing lists, newsletters, automated campaigns, and more. With Pipedream, this functionality expands, allowing you to automate workflows between GetResponse and various apps. Integration can trigger actions like updating contacts, processing event-driven emails, or syncing subscriber lists across platforms.

Trigger Code#

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

export default {
  ...common,
  key: "getresponse-new-form",
  name: "New Form",
  description: "Emit new event when a form is created. [See the docs here](https://apireference.getresponse.com/?_ga=2.47520738.499257728.1666974700-2116668472.1666974700&amp;_gl=1*1f3h009*_ga*MjExNjY2ODQ3Mi4xNjY2OTc0NzAw*_ga_EQ6LD9QEJB*MTY2Njk3NzM0Ny4yLjEuMTY2Njk3ODQ3OS4zNi4wLjA.#operation/getFormList)",
  type: "source",
  version: "0.0.2",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.app.getForms;
    },
    getResourceFnArgs() {
      return {
        params: {
          [constants.QUERY_PROP.CREATED_ON_FROM]: this.getLastCreatedAt(),
          [constants.SORT_PROP.CREATED_ON]: "DESC",
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.formId,
        ts: Date.parse(resource.createdOn),
        summary: `Form ID ${resource.formId}`,
      };
    },
  },
};

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
GetResponse	`app`	`app`	This component uses the GetResponse app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the GetResponse API

Trigger Authentication#

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

To connect GetResponse to Pipedream,

Find your unique and secret API key in the panel: https://app.getresponse.com/api
Paste that key below

About GetResponse#

Trusted Inbound Marketing Software

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 Form from GetResponse API

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

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular