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

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Trigger workflow on

New Contact (Instant) from the Zoho CRM API

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Create Contact with the Endorsal API

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Getting Started#

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

Select this integration
Configure the New Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Contact action
1. Connect your Endorsal account
2. Select a Campaign ID
3. Optional- Configure Name
4. Optional- Configure Email
5. Optional- Configure Phone
6. Optional- Configure Avatar
7. Optional- Configure Location
8. Optional- Configure Position
9. Optional- Configure Company
10. Optional- Configure Website
11. Optional- Configure External ID
12. Optional- Configure Imported From
13. Optional- Configure Custom Attributes
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 Contact (Instant) on Zoho CRM

Description:Emits an event each time a new contact is created in Zoho CRM

Version:0.0.10

Key:zoho_crm-new-contact

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.

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.

Label	Prop	Type	Description
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Subscription Renewal Timer	`timer`	`$.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#

Create Contact on Endorsal

Description:Creates a new contact for requesting testimonials. [See the documentation](https://developers.endorsal.io/docs/endorsal/b3a6mtczmzu5na-create-a-new-contact)

Version:0.0.1

Key:endorsal-create-contact

View on GitHub

Endorsal Overview#

The Endorsal API provides a way to programmatically manage and showcase customer testimonials. With Pipedream, you can automate the collection and display of endorsements, sync these testimonials with other marketing tools, and trigger actions based on new reviews. This seamless integration enables you to leverage customer feedback effectively to boost your brand's credibility and visibility.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { parseObj } from "../../common/utils.mjs";
import endorsal from "../../endorsal.app.mjs";

export default {
  key: "endorsal-create-contact",
  name: "Create Contact",
  description: "Creates a new contact for requesting testimonials. [See the documentation](https://developers.endorsal.io/docs/endorsal/b3a6mtczmzu5na-create-a-new-contact)",
  version: "0.0.1",
  type: "action",
  props: {
    endorsal,
    campaignID: {
      propDefinition: [
        endorsal,
        "campaignID",
      ],
    },
    name: {
      propDefinition: [
        endorsal,
        "name",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        endorsal,
        "email",
      ],
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone of the contact. `Email` OR `Phone` is required.",
      optional: true,
    },
    avatar: {
      propDefinition: [
        endorsal,
        "avatar",
      ],
      optional: true,
    },
    location: {
      propDefinition: [
        endorsal,
        "location",
      ],
      optional: true,
    },
    position: {
      propDefinition: [
        endorsal,
        "position",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        endorsal,
        "company",
      ],
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "The website of the contact.",
      optional: true,
    },
    externalID: {
      type: "string",
      label: "External ID",
      description: "ID from platform from which contact was imported.",
      optional: true,
    },
    importedFrom: {
      type: "string",
      label: "Imported From",
      description: "Name of platform from which contact was imported.",
      optional: true,
    },
    customAttributes: {
      type: "object",
      label: "Custom Attributes",
      description: "Custom key/value pairs.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      endorsal,
      campaignID,
      email,
      phone,
      customAttributes,
      ...data
    } = this;

    if (!email && !phone) {
      throw new ConfigurationError("You must provide either **Email** or **Phone**.");
    }

    const response = await endorsal.createContact({
      params: {
        campaignID,
      },
      data: {
        email,
        phone,
        customAttributes: parseObj(customAttributes),
        ...data,
      },
    });

    $.export("$summary", `Successfully created contact with ID: ${response.data?._id}`);
    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.

Label	Prop	Type	Description
Endorsal	`endorsal`	`app`	This component uses the Endorsal app.
Campaign ID	`campaignID`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the contact.
Email	`email`	`string`	The email of the contact. `Email` OR `Phone` is required.
Phone	`phone`	`string`	The phone of the contact. `Email` OR `Phone` is required.
Avatar	`avatar`	`string`	URL to the image.
Location	`location`	`string`	The location of the contact.
Position	`position`	`string`	The position of the contact in the company.
Company	`company`	`string`	The company of the contact.
Website	`website`	`string`	The website of the contact.
External ID	`externalID`	`string`	ID from platform from which contact was imported.
Imported From	`importedFrom`	`string`	Name of platform from which contact was imported.
Custom Attributes	`customAttributes`	`object`	Custom key/value pairs.

Action Authentication#

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

To retrieve your API keys,

Navigate to your Endorsal account and sign in
Go to “Account Details” > “API”

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

Pipedream makes it easy to connect APIs for Endorsal, Zoho CRM 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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