Create Contact with JustCall API on New or Updated Contact (Instant) from Zoho CRM API

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New or Updated Contact (Instant) from the Zoho CRM API

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Create Contact with the JustCall API

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Getting Started#

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

Select this integration
Configure the New or Updated Contact (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Create Contact action
1. Connect your JustCall account
2. Select a Campaign ID
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Configure Phone
6. Optional- Configure Custom Props
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 or Updated Contact (Instant) on Zoho CRM

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

Version:0.0.10

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

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 JustCall

Description:Add a contact to your existing JustCall Sales Dialer campaign. [See the documentation](https://justcall.io/developer-docs/#add_contacts)

Version:0.0.1

Key:justcall-create-contact

View on GitHub

JustCall Overview#

The JustCall API allows for the automation and integration of telephony services into diverse workflows, enabling users to effectively manage calls and SMS within their business processes. By leveraging Pipedream's capabilities, one can create custom event-driven automation that responds to various triggers from JustCall, such as incoming/outgoing call events or new SMS messages, and connects them with over 300+ apps available on the Pipedream platform. This enables seamless data flow and interaction between JustCall and CRM systems, helpdesk software, marketing automation tools, and more, optimizing communication strategies and improving customer engagement.

Action Code#

import justcall from "../../justcall.app.mjs";

export default {
  key: "justcall-create-contact",
  name: "Create Contact",
  version: "0.0.1",
  description: "Add a contact to your existing JustCall Sales Dialer campaign. [See the documentation](https://justcall.io/developer-docs/#add_contacts)",
  type: "action",
  props: {
    justcall,
    campaignId: {
      propDefinition: [
        justcall,
        "campaignId",
      ],
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "Contact's first name.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Contact's last name.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Formatted phone number of the contact with country code.",
    },
    customProps: {
      type: "object",
      label: "Custom Props",
      description: "Add values to your custom contact fields. The key of the object being the ID of the custom field. The ID can be found under the [settings](https://autodialer.justcall.io/app/?section=settings) of your Sales Dialer.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      justcall,
      campaignId,
      firstName,
      lastName,
      phone,
      customProps,
    } = this;

    const response = await justcall.createContact({
      $,
      data: {
        campaign_id: campaignId,
        first_name: firstName,
        last_name: lastName,
        phone,
        custom_props: customProps,
      },
    });

    $.export("$summary", `A new contact with Id: ${response.id} was successfully created!`);
    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
JustCall	`justcall`	`app`	This component uses the JustCall app.
Campaign ID	`campaignId`	`string`	Select a value from the drop down menu.
First Name	`firstName`	`string`	Contact's first name.
Last Name	`lastName`	`string`	Contact's last name.
Phone	`phone`	`string`	Formatted phone number of the contact with country code.
Custom Props	`customProps`	`object`	Add values to your custom contact fields. The key of the object being the ID of the custom field. The ID can be found under the settings of your Sales Dialer.

Create Contact with JustCall API on New or Updated Contact (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for JustCall, 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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