← Zoho CRM + CleverTap integrations

Create Campaign with CleverTap API on New Contact (Instant) from Zoho CRM API

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New Contact (Instant) from the Zoho CRM API
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Create Campaign with the CleverTap API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and CleverTap action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Contact (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Create Campaign action
    1. Connect your CleverTap account
    2. Configure Campaign Name
    3. Select a Target Mode
    4. Optional- Configure Where
    5. Optional- Configure Content
    6. Optional- Configure Respect Frequency Caps
    7. Optional- Configure Estimate Only
    8. Optional- Configure Conversion Goal
    9. Optional- Select a Time To Live Type
    10. Optional- Configure Time To Live Value
    11. Optional- Configure Webhook Endpoint Name
    12. Optional- Configure Webhook Fields
    13. Optional- Configure Webhook Key Value
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emits an event each time a new contact is created in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-contact

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.

Trigger Code

import common from "../common/http-based/common-predefined-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-contact",
  name: "New Contact (Instant)",
  description: "Emits an event each time a new contact is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Contact";
    },
    getSupportedOps() {
      return [
        crudOps.createOpData(),
      ];
    },
  },
};

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.
LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Subscription Renewal Timertimer$.interface.timer

Zoho CRM webhooks subscriptions have an expiration date of up to 1 day. This event source renews the subscription every 12 hours by default.

Trigger 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.

Action

Description:Create a campaign. [See the documentation](https://developer.clevertap.com/docs/create-campaign-api)
Version:0.0.1
Key:clevertap-create-campaign

CleverTap Overview

CleverTap offers a powerful suite of tools for user engagement and analytics that can help you track user activities, segment users, and run targeted campaigns. Integrating Clevertap with Pipedream allows you to automate interactions with users, synchronize data across platforms, and create personalized marketing strategies. You can trigger workflows with real-time events, analyze user behavior, and leverage Pipedream's ability to connect to hundreds of other apps to enrich and act on your CleverTap data.

Action Code

import app from "../../clevertap.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "clevertap-create-campaign",
  name: "Create Campaign",
  description: "Create a campaign. [See the documentation](https://developer.clevertap.com/docs/create-campaign-api)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Campaign Name",
      description: "The name of your campaign shown in the CleverTap dashboard.",
    },
    targetMode: {
      type: "string",
      label: "Target Mode",
      description: "The type of campaign to create",
      reloadProps: true,
      options: [
        {
          label: "Web Push Notification",
          value: "webpush",
        },
        {
          label: "Mobile Push Notification",
          value: "push",
        },
        {
          label: "Email",
          value: "email",
        },
        {
          label: "Webhooks",
          value: "webhook",
        },
      ],
    },
    where: {
      type: "object",
      label: "Where",
      optional: true,
      description: `Allows you to filter target base on the user events and profile properties. Omit this parameter to target your entire user base. **Example:**
\`\`\`
{
  "event_name": "Charged",
  "from": 20250101,
  "to": 20250402
}
\`\`\``,
    },
    content: {
      type: "object",
      label: "Content",
      description: `Object that defines the content for your message. **Web Push Notification Example:**
\`\`\`
{
  "title": "Hi!",
  "body": "How are you doing today?",
  "platform_specific": {
    "safari": {
      "deep_link": "https://www.google.com",
      "ttl": 10
    },
    "chrome": {
      "image": "https://www.exampleImage.com",
      "icon": "https://www.exampleIcon.com",
      "deep_link": "http://www.example.com",
      "ttl": 10,
      "require_interaction": true,
      "cta_title1": "title",
      "cta_link1": "http://www.example2.com",
      "cta_iconlink1": "https://www.exampleIcon2.com"
    },
    "firefox": {
      "icon": "https://www.exampleIcon.com",
      "deep_link": "https://www.google.com",
      "ttl": 10
    },
    "kaios": {
      "icon": "https://www.exampleIcon.com",
      "ttl": 10,
      "kaiosKV": {
        "key1": "value1",
        "key2": "value2"
      }
    }
  }
}
\`\`\`\n\n**Mobile Push Notification Example:**
\`\`\`
{
  "title": "Hi!",
  "body": "How are you doing today?",
  "platform_specific": {
    "ios": {
      "mutable-content": "true", 
      "deep_link": "example.com",
      "sound_file": "example.caf",
      "category": "application category//Books",
      "badge_count": 1,
      "Key": "Value_ios"
    },
    "android": {
      "enable_rendermax": true,
      "wzrk_cid": "Marketing",
      "background_image": "http://example.jpg",
      "default_sound": true,
      "deep_link": "example.com",
      "large_icon": "http://example.png",
      "Key": "Value_android",
    }
  }
}
\`\`\`\n\n **Email Example:**
\`\`\`
{
  "subject": "Welcome",
  "body": "<div>Your HTML content for the email</div>",
  "sender_name": "CleverTap"
}
\`\`\``,
      optional: true,
    },
    respectFrequencyCaps: {
      type: "boolean",
      label: "Respect Frequency Caps",
      description: "Set to `false` if you want to override frequency caps and dwell time. Defaults to `true`.",
      optional: true,
    },
    estimateOnly: {
      type: "boolean",
      label: "Estimate Only",
      description: "If this parameter is set to `true`, the request returns an estimated reach of the campaign, which is the number of users who receive the notification when you send it out. Setting this parameter to `true` does not create the campaign. Defaults to `false`.",
      optional: true,
    },
    conversionGoal: {
      type: "object",
      label: "Conversion Goal",
      optional: true,
      description: `Checks the end goal of the campaign for conversion tracking. **Example:**
\`\`\`
{
  "event_name": "Charged",
  "filter_type": {
    "event_property": [
      {
        "property_name": "Items|Book name",
        "operator": "equals",
        "property_value": "book name"
      },
      {
        "property_name": "Amount",
        "operator": "equals",
        "property_value": 3456
      },
      {
        "property_name": "Currency",
        "operator": "equals",
        "property_value": "USD"
      }
    ],
    "first_time": "yes",
    "last_time": "yes",
    "time_of_day": [["21:00","23:00"],["11:34","12:44"],["13:01","13:40"]],
    "day_of_week": [1,7],
    "day_of_month": [1,3,16,31]
  },
  "conversion_time": "1D",
  "revenue_property": "Amount"
}
\`\`\``,
    },
    ttlType: {
      type: "string",
      label: "Time To Live Type",
      description: "This allows setting of time to live for push notifications for android and iOS. The type of time to live. Can be `absolute` or `relative`. Defaults to `absolute`.",
      options: [
        {
          label: "Absolute",
          value: "absolute",
        },
        {
          label: "Relative",
          value: "relative",
        },
      ],
      optional: true,
    },
    ttlValue: {
      type: "integer",
      label: "Time To Live Value",
      description: "This allows setting of time to live for push notifications for android and iOS. The value of the time to live. Can be a number of days, hours, minutes, or seconds.\n- For `relative` ttl, the input is an integer in minutes\n- For `absolute` ttl, the input should be an integer in the `yyyyMMddHHmm` format. Example: `202207200000`",
      optional: true,
    },
    webhookEndpointName: {
      type: "string",
      label: "Webhook Endpoint Name",
      description: "The name of the webhook endpoint to use for the campaign.",
      optional: true,
    },
    webhookFields: {
      type: "string[]",
      label: "Webhook Fields",
      description: "The fields to include in the webhook payload. Can be `profile-attributes`, `tokens`, or `identities`.",
      optional: true,
    },
    webhookKeyValue: {
      type: "object",
      label: "Webhook Key Value",
      description: "The key-value pairs to include in the webhook payload.",
      optional: true,
    },
  },
  additionalProps() {
    if (this.targetMode === "push") {
      return {
        when: {
          type: "object",
          label: "When",
          description: `Allows you to set Date, time and Delivery preferences of the message. **Example:**
\`\`\`
{
  "type": "later",
  "delivery_date_time": ["20230503 15:20"],
  "delivery_timezone": "user",
  "user_timezone_wrap_around": true,
  "dnd": {
    "message_state": "delay",
    "dnd_timezone": "user"
  },
  "campaign_cutoff": "14:20"
}
\`\`\``,
        },
      };
    }

    return {
      when: {
        type: "string",
        label: "When",
        description: "When you want to send out the messages. Valid inputs are `now` (to send the notification right away) or in the format **YYYYMMDD HH:MM** to schedule the messages for a specific date and time in the future. **Example:** `20250717 15:20`",
      },
    };
  },
  async run({ $ }) {
    const {
      app,
      name,
      targetMode,
      when,
      where,
      content,
      respectFrequencyCaps,
      estimateOnly,
      conversionGoal,
      ttlType,
      ttlValue,
      webhookEndpointName,
      webhookFields,
      webhookKeyValue,
    } = this;

    const response = await app.createCampaign({
      $,
      data: {
        name,
        target_mode: targetMode,
        respect_frequency_caps: respectFrequencyCaps,
        estimate_only: estimateOnly,
        when: utils.parseJson(when) || {},
        where: utils.parseJson(where) || {},
        content: utils.parseJson(content) || {},
        ...(conversionGoal
          ? {
            conversion_goal: utils.parseJson(conversionGoal),
          }
          : {}
        ),
        ...(ttlType && ttlValue
          ? {
            ttl: {
              ttl_type: ttlType,
              value: ttlValue,
            },
          }
          : {}
        ),
        ...(webhookEndpointName
          ? {
            webhook_endpoint_name: webhookEndpointName,
          }
          : {}
        ),
        ...(webhookFields
          ? {
            webhook_fields: utils.parseJson(webhookFields),
          }
          : {}
        ),
        ...(webhookKeyValue
          ? {
            webhook_key_value: utils.parseJson(webhookKeyValue),
          }
          : {}
        ),
      },
    });

    $.export("$summary", "Successfully created campaign");

    return response;
  },
};

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.

LabelPropTypeDescription
CleverTapappappThis component uses the CleverTap app.
Campaign Namenamestring

The name of your campaign shown in the CleverTap dashboard.

Target ModetargetModestringSelect a value from the drop down menu:{ "label": "Web Push Notification", "value": "webpush" }{ "label": "Mobile Push Notification", "value": "push" }{ "label": "Email", "value": "email" }{ "label": "Webhooks", "value": "webhook" }
Wherewhereobject

Allows you to filter target base on the user events and profile properties. Omit this parameter to target your entire user base. Example:

{
  "event_name": "Charged",
  "from": 20250101,
  "to": 20250402
}
Contentcontentobject

Object that defines the content for your message. Web Push Notification Example:

{
  "title": "Hi!",
  "body": "How are you doing today?",
  "platform_specific": {
    "safari": {
      "deep_link": "https://www.google.com",
      "ttl": 10
    },
    "chrome": {
      "image": "https://www.exampleImage.com",
      "icon": "https://www.exampleIcon.com",
      "deep_link": "http://www.example.com",
      "ttl": 10,
      "require_interaction": true,
      "cta_title1": "title",
      "cta_link1": "http://www.example2.com",
      "cta_iconlink1": "https://www.exampleIcon2.com"
    },
    "firefox": {
      "icon": "https://www.exampleIcon.com",
      "deep_link": "https://www.google.com",
      "ttl": 10
    },
    "kaios": {
      "icon": "https://www.exampleIcon.com",
      "ttl": 10,
      "kaiosKV": {
        "key1": "value1",
        "key2": "value2"
      }
    }
  }
}

Mobile Push Notification Example:

{
  "title": "Hi!",
  "body": "How are you doing today?",
  "platform_specific": {
    "ios": {
      "mutable-content": "true", 
      "deep_link": "example.com",
      "sound_file": "example.caf",
      "category": "application category//Books",
      "badge_count": 1,
      "Key": "Value_ios"
    },
    "android": {
      "enable_rendermax": true,
      "wzrk_cid": "Marketing",
      "background_image": "http://example.jpg",
      "default_sound": true,
      "deep_link": "example.com",
      "large_icon": "http://example.png",
      "Key": "Value_android",
    }
  }
}

Email Example:

{
  "subject": "Welcome",
  "body": "<div>Your HTML content for the email</div>",
  "sender_name": "CleverTap"
}
Respect Frequency CapsrespectFrequencyCapsboolean

Set to false if you want to override frequency caps and dwell time. Defaults to true.

Estimate OnlyestimateOnlyboolean

If this parameter is set to true, the request returns an estimated reach of the campaign, which is the number of users who receive the notification when you send it out. Setting this parameter to true does not create the campaign. Defaults to false.

Conversion GoalconversionGoalobject

Checks the end goal of the campaign for conversion tracking. Example:

{
  "event_name": "Charged",
  "filter_type": {
    "event_property": [
      {
        "property_name": "Items|Book name",
        "operator": "equals",
        "property_value": "book name"
      },
      {
        "property_name": "Amount",
        "operator": "equals",
        "property_value": 3456
      },
      {
        "property_name": "Currency",
        "operator": "equals",
        "property_value": "USD"
      }
    ],
    "first_time": "yes",
    "last_time": "yes",
    "time_of_day": [["21:00","23:00"],["11:34","12:44"],["13:01","13:40"]],
    "day_of_week": [1,7],
    "day_of_month": [1,3,16,31]
  },
  "conversion_time": "1D",
  "revenue_property": "Amount"
}
Time To Live TypettlTypestringSelect a value from the drop down menu:{ "label": "Absolute", "value": "absolute" }{ "label": "Relative", "value": "relative" }
Time To Live ValuettlValueinteger

This allows setting of time to live for push notifications for android and iOS. The value of the time to live. Can be a number of days, hours, minutes, or seconds.

  • For relative ttl, the input is an integer in minutes
  • For absolute ttl, the input should be an integer in the yyyyMMddHHmm format. Example: 202207200000
Webhook Endpoint NamewebhookEndpointNamestring

The name of the webhook endpoint to use for the campaign.

Webhook FieldswebhookFieldsstring[]

The fields to include in the webhook payload. Can be profile-attributes, tokens, or identities.

Webhook Key ValuewebhookKeyValueobject

The key-value pairs to include in the webhook payload.

Action Authentication

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

About CleverTap

CleverTap is the all-in-one engagement platform that helps brands unlock limitless customer lifetime value

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