← Zoho CRM + MixMax integrations

Create Contact Group with MixMax API on New Module Entry (Instant) from Zoho CRM API

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New Module Entry (Instant) from the Zoho CRM API
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Create Contact Group with the MixMax API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and MixMax 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 Module Entry (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
    3. Select a Module
  3. Configure the Create Contact Group action
    1. Connect your MixMax account
    2. Configure Name
    3. Optional- Select one or more Contact Id
  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:Emit new events each time a new module/record is created in Zoho CRM
Version:0.0.14
Key:zoho_crm-new-module-entry

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

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    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.

ModulemoduleInfostringSelect a value from the drop down menu.

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 contact group. [See the docs here](https://developer.mixmax.com/reference/contactgroups-1)
Version:0.0.1
Key:mixmax-create-contact-group

MixMax Overview

The MixMax API allows you to automate and enhance email productivity tasks within your workflows. Utilizing MixMax with Pipedream, you can create dynamic automation scenarios such as syncing calendar events, triggering email sequences based on customer actions, and analyzing email engagement data. By harnessing the power of Pipedream's serverless platform, you can integrate MixMax with numerous other apps to streamline communication processes, improve response times, and personalize your outreach efforts.

Action Code

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

export default {
  ...common,
  key: "mixmax-create-contact-group",
  name: "Create Contact Group",
  description: "Create a contact group. [See the docs here](https://developer.mixmax.com/reference/contactgroups-1)",
  version: "0.0.1",
  type: "action",
  props: {
    ...common.props,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the new Contact Group.",
    },
    contacts: {
      propDefinition: [
        common.props.mixmax,
        "contactId",
      ],
      withLabel: true,
      type: "string[]",
      optional: true,
    },
  },
  methods: {
    async processEvent() {
      const {
        name,
        contacts,
      } = this;

      return this.mixmax.createContactGroup({
        data: {
          name,
          contacts: contacts?.map(({ label }) => ({
            email: label,
          })),
        },
      });
    },
    getSummary() {
      return "Contact group Successfully created!";
    },
  },
};

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
MixMaxmixmaxappThis component uses the MixMax app.
Namenamestring

Name of the new Contact Group.

Contact Idcontactsstring[]Select a value from the drop down menu.

Action Authentication

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

To retrieve your API key,

  • Navigate to your MixMax account and sign in
  • Go to “Settings” > “Integrations” > “API”

About MixMax

The #1 Sales Engagement Platform for Gmail.

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