Convert Lead with Zoho CRM API on New Report Generated from H-supertools Analytics Tool API

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Trigger workflow on

New Report Generated from the H-supertools Analytics Tool 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 H-supertools Analytics Tool 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 Report Generated trigger
1. Connect your H-supertools Analytics Tool account
2. Configure timer
3. Select a Report Id
4. Select a 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 Report Generated on H-supertools Analytics Tool

Description:Emit new event when a new analytics report is created.

Version:0.0.1

Key:h_supertools_analytics_tool-report-generated

View on GitHub

H-supertools Analytics Tool Overview#

The H-supertools Analytics Tool API provides insights about SEO and online marketing. With Pipedream, you can leverage these insights in automated workflows. Imagine triggering actions based on keyword volumes, tracking your website's position for certain keywords, or getting alerts when your SEO performance changes. Pipedream's serverless platform lets you connect the H-supertools Analytics Tool with various other apps and services, enabling a host of data-driven applications.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import moment from "moment";
import app from "../../h_supertools_analytics_tool.app.mjs";

export default {
  name: "New Report Generated",
  version: "0.0.1",
  key: "h_supertools_analytics_tool-report-generated",
  description: "Emit new event when a new analytics report is created.",
  type: "source",
  dedupe: "unique",
  props: {
    app,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      static: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    reportId: {
      propDefinition: [
        app,
        "reportId",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
  },
  methods: {
    emitEvent(data) {
      this.$emit(data, {
        id: data.value + data.count,
        summary: "New analytics report created!",
        ts: new Date,
      });
    },
  },
  async run() {
    const {
      app,
      reportId,
      name,
    } = this;

    const items = app.paginate({
      fn: app.retrieveReportData,
      reportId,
      params: {
        name,
        from: "1970-01-01",
        to: moment().format("YYYY-MM-DD"),
        sort: "desc",
        per_page: 100,
      },
    });

    const response = [];

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

    response.reverse().forEach(this.emitEvent);
  },
};

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
H-supertools Analytics Tool	`app`	`app`	This component uses the H-supertools Analytics Tool app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Report Id	`reportId`	`integer`	Select a value from the drop down menu.
Name	`name`	`string`	Select a value from the drop down menu:`browsercampaigncitycontinentcountrydeviceeventlanding_pagelanguageospagepageviewspageviews_hoursreferrerresolutionvisitorsvisitors_hours`

Trigger Authentication#

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

To retrieve your API Key,

Navigate to your H-supertools Analytics Tool account and sign in
Go to “Account” > “API”

About H-supertools Analytics Tool#

Track your visitors in realtime, without compromising their privacy.

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 + H-supertools Analytics Tool#

Other Popular Integrations#

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Convert Lead with Zoho CRM API on New Report Generated from H-supertools Analytics Tool API

Pipedream makes it easy to connect APIs for Zoho CRM, H-supertools Analytics Tool and 2,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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