← Zoho CRM + Airtable integrations

Create Multiple Records with Airtable 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 Multiple Records with the Airtable API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Airtable 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 Multiple Records action
    1. Connect your Airtable account
    2. Select a Base
    3. Select a Table
    4. Configure Records
    5. Optional- Configure Typecast
  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

Zoho CRM API is a powerful and versatile tool to create business applications.
It provides an easy to use platform for developers to create customer-facing
applications for businesses of all sizes. With the Zoho CRM API, developers can
create applications for sales, marketing, customer support, and even financial
data management.

The Zoho CRM API provides access to a comprehensive set of features that allow
developers to build efficient, reliable and intuitive business solutions. These
features include:

  • Customer Relationship Management (CRM)
  • Automation Tools
  • Reporting and Analytics
  • Customization and Deployment

Here are some examples of what developers can build using the Zoho CRM API:

  • Automate customer interactions and manage customer relationship workflows
  • Send targeted emails based on customer segmentation or customer behavior
  • Leverage the reporting and analytics capabilities of the Zoho CRM to gain
    insights into customer data
  • Create dynamic dashboards and reports to better understand customer
    engagement and performance
  • Develop customer relationship management apps to capture customer information
    and interact with customers
  • Integrate the Zoho CRM with external applications and services to build
    comprehensive customer-facing applications.

Getting Started

  1. First, sign up for Pipedream at https://pipedream.com.
  2. Create a new workflow.
  3. Select a trigger for your workflow (for example, HTTP or Cron).
  4. Add a new step and search for "Zoho CRM". This will display actions associated with the Zoho CRM app. You can choose to either "Run Node.js code with Zoho CRM" or select one of the prebuilt actions for performing common API operations.
  5. Once you've added a step, press the Connect Zoho CRM button near the top. If this is your first time authorizing Pipedream's access to your Zoho CRM account, you'll be prompted to accept that access, and Pipedream will store the authorization grant to enable the workflow to access the API. If you've already linked a Zoho CRM account via Pipedream, pressing Connect Zoho CRM will list any existing accounts you've linked.

Once you've connected your account, you can run your workflow and fetch data from the API. You can change any of the code associated with this step, changing the API endpoint you'd like to retrieve data from, or modifying the results in any way.

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

Customer Relationship Management

Action

Description:Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs.
Version:0.0.1
Key:airtable_oauth-create-multiple-records

Action Code

import chunk from "lodash.chunk";
import airtable from "../../airtable_oauth.app.mjs";
import common from "../common/common.mjs";

const BATCH_SIZE = 10; // The Airtable API allows us to update up to 10 rows per request.

export default {
  key: "airtable_oauth-create-multiple-records",
  name: "Create Multiple Records",
  description: "Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs.",
  version: "0.0.1",
  type: "action",
  props: {
    ...common.props,
    records: {
      propDefinition: [
        airtable,
        "records",
      ],
    },
    typecast: {
      propDefinition: [
        airtable,
        "typecast",
      ],
    },
  },
  async run({ $ }) {
    const baseId = this.baseId?.value ?? this.baseId;
    const tableId = this.tableId?.value ?? this.tableId;

    let data = this.records;
    if (!Array.isArray(data)) {
      data = JSON.parse(data);
    }
    data = data.map((fields) => ({
      fields,
    }));
    if (!data.length) {
      throw new Error("No Airtable record data passed to step. Please pass at least one record");
    }

    const responses = [];
    for (const c of chunk(data, BATCH_SIZE)) {
      try {
        const { records } = await this.airtable.createRecord({
          baseId,
          tableId,
          data: {
            typecast: this.typecast,
            records: c,
          },
          $,
        });
        responses.push(...records);
      } catch (err) {
        this.airtable.throwFormattedError(err);
      }
    }

    const l = responses.length;
    $.export("$summary", `Added ${l} record${l === 1
      ? ""
      : "s"} to ${this.baseId?.label || baseId}: [${this.tableId?.label || tableId}](https://airtable.com/${baseId}/${tableId})`);

    return responses;
  },
};

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
AirtableairtableappThis component uses the Airtable app.
BasebaseIdstringSelect a value from the drop down menu.
TabletableIdstringSelect a value from the drop down menu.
Recordsrecordsstring

Provide an array of objects. Each object should represent a new record with the column name as the key and the data to insert as the corresponding value (e.g., passing [{"foo":"bar","id":123},{"foo":"baz","id":456}] will create two records and with values added to the fields foo and id). The most common pattern is to reference an array of objects exported by a previous step (e.g., {{steps.foo.$return_value}}). You may also enter or construct a string that will JSON.parse() to an array of objects.

Typecasttypecastboolean

The Airtable API will perform best-effort automatic data conversion from string values if the typecast parameter is True. Automatic conversion is disabled by default to ensure data integrity, but it may be helpful for integrating with 3rd party data sources.

Action Authentication

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manage

About Airtable

Connect everything. Achieve anything. Accelerate work and unlock potential with powerful apps that connect your data, workflows and teams.

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