Convert Lead with Zoho CRM API on New Incoming SMS (Instant) from 46elks API

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New Incoming SMS (Instant) from the 46elks 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 46elks 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 Incoming SMS (Instant) trigger
1. Connect your 46elks account
2. Select a Phone Number ID
3. Optional- Configure Number Name
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 Incoming SMS (Instant) on 46elks

Description:Emit new event instantly when an SMS is received by a specific number linked to your 46elks account. [See the documentation](https://46elks.com/docs/receive-sms)

Version:0.0.1

Key:_46elks-new-incoming-sms-instant

View on GitHub

46elks Overview#

The 46elks API grants access to a powerful suite of telephony services including SMS, MMS, and voice calls. You can use Pipedream to automate interactions with this API, creating workflows that respond to incoming messages, initiate outbound communication, or integrate with other services for enhanced functionality. Whether you're setting up SMS alerts, automating voice responses, or facilitating customer support, the 46elks API on Pipedream can streamline these processes.

Trigger Code#

import app from "../../_46elks.app.mjs";

export default {
  key: "_46elks-new-incoming-sms-instant",
  name: "New Incoming SMS (Instant)",
  description: "Emit new event instantly when an SMS is received by a specific number linked to your 46elks account. [See the documentation](https://46elks.com/docs/receive-sms)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    app,
    http: "$.interface.http",
    db: "$.service.db",
    id: {
      label: "Phone Number ID",
      description: "The phone number ID receiving the SMS message.",
      propDefinition: [
        app,
        "number",
        () => ({
          mapper: ({ id: value }) => value,
        }),
      ],
    },
    name: {
      type: "string",
      label: "Number Name",
      description: "Optional field where you can set a name for the number for your reference. Maximum length is 50 characters",
      optional: true,
    },
  },
  hooks: {
    async activate() {
      const {
        app,
        http,
        id,
        name,
      } = this;

      await app.configNumber({
        debug: true,
        id,
        data: {
          sms_url: http.endpoint,
          ...(name && {
            name,
          }),
        },
      });
    },
  },
  methods: {
    processResource(resource) {
      this.$emit(resource, this.generateMeta(resource));
    },
    generateMeta(resource) {
      const ts = Date.parse(resource.created);
      return {
        id: ts,
        summary: `New SMS: ${resource.message}`,
        ts,
      };
    },
  },
  run({ body }) {
    if (body.direction === "incoming") {
      this.processResource(body);
    }
  },
};

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
46elks	`app`	`app`	This component uses the 46elks app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Phone Number ID	`id`	`string`	Select a value from the drop down menu.
Number Name	`name`	`string`	Optional field where you can set a name for the number for your reference. Maximum length is 50 characters

Trigger Authentication#

46elks uses API keys for authentication. When you connect your 46elks account, Pipedream securely stores the keys so you can easily authenticate to 46elks APIs in both code and no-code steps.

To retrieve your API Credentials, Username and Password,

Navigate to your 46elks account and sign in
Go to the “Account” tab.

About 46elks#

Integrate the 46elks' API for SMS, MMS and phone calls into your applications with just a few lines of code. Transparent pricing, no startup fees, no minimum monthly costs.

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

About Zoho CRM#

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

More Ways to Connect Zoho CRM + 46elks#

Other Popular Integrations#

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Convert Lead with Zoho CRM API on New Incoming SMS (Instant) from 46elks API

Pipedream makes it easy to connect APIs for Zoho CRM, 46elks 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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