Convert Lead with Zoho CRM API on New Tip from Foursquare API

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

Trigger workflow on

New Tip from the Foursquare 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 Foursquare 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 Tip trigger
1. Connect your Foursquare account
2. Configure timer
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 Tip on Foursquare

Description:Emit new event when a user adds a new tip.

Version:0.0.1

Key:foursquare-new-tip

View on GitHub

Foursquare Overview#

The Foursquare API empowers developers to tap into rich data about venues, user check-ins, and location-based experiences. On Pipedream, you can harness this API to automate tasks such as fetching venue recommendations based on user preferences, keeping a log of customer visits to your business, or integrating location insights into your CRM. Combining Foursquare data with other services on Pipedream allows you to create powerful, location-aware business solutions without the heavy lifting of manual data handling.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "foursquare-new-tip",
  name: "New Tip",
  description: "Emit new event when a user adds a new tip.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getSummary(item) {
      return `New tip with Id: ${item.id}`;
    },
    getDataField() {
      return "tips";
    },
    getFn() {
      return this.foursquare.getUserTips;
    },
  },
  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
Foursquare	`foursquare`	`app`	This component uses the Foursquare app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

About Foursquare#

Independent location data platform

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 Tip from Foursquare API

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

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

Developers ♥ Pipedream

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