Create New Lead with Mailbluster 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 New Lead with the Mailbluster API

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Getting Started#

This integration creates a workflow with a Zoho CRM trigger and Mailbluster 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 New Lead action
1. Connect your Mailbluster account
2. Configure Email
3. Configure Subscribed
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Fields
7. Optional- Configure Timezone
8. Optional- Configure IP Address
9. Optional- Configure Double Opt-In
10. Optional- Configure Tags
11. Optional- Configure Override Existing
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 New Lead on Mailbluster

Description:Create a new lead. [See the documentation](https://app.mailbluster.com/api-doc/leads)

Version:0.0.2

Key:mailbluster-create-lead

View on GitHub

Mailbluster Overview#

Mailbluster is an API for managing email marketing campaigns, allowing for the creation, sending, and tracking of email newsletters. With Pipedream, you can automate workflows involving Mailbluster to send personalized emails, sync subscriber lists, and analyze campaign performance without the need to write code. By leveraging Pipedream's serverless platform, you can connect Mailbluster with various apps, set up triggers based on certain conditions, and create complex email sequences effortlessly.

Action Code#

import mailbluster from "../../app/mailbluster.app.mjs";
export default {
    key: "mailbluster-create-lead",
    name: "Create New Lead",
    description: "Create a new lead. [See the documentation](https://app.mailbluster.com/api-doc/leads)",
    type: "action",
    version: "0.0.2",
    props: {
        mailbluster,
        email: {
            type: "string",
            label: "Email",
            description: "Email address of the lead.",
        },
        subscribed: {
            type: "boolean",
            label: "Subscribed",
            description: "Lead is subscribed to receive email or not.",
        },
        firstName: {
            type: "string",
            label: "First Name",
            description: "First name of the lead.",
            optional: true,
        },
        lastName: {
            type: "string",
            label: "Last Name",
            description: "Last name of the lead.",
            optional: true,
        },
        fields: {
            type: "object",
            label: "Fields",
            description: "An object containing field information of the lead. Field merge tag is the key and field value is the value.",
            optional: true,
        },
        timezone: {
            type: "string",
            label: "Timezone",
            description: "Timezone of the lead. View supported timezones from [here](https://app.mailbluster.com/pages/timezones).",
            optional: true,
        },
        ipAddress: {
            type: "string",
            label: "IP Address",
            description: "IP address of the lead. IP address is used to find country, city, latitude, longitude, timezone (if no timezone is given) etc of this lead & store them as `meta`.",
            optional: true,
        },
        doubleOptIn: {
            type: "boolean",
            label: "Double Opt-In",
            description: "If true, the lead will receive the opt-in confirmation email.",
            optional: true,
        },
        tags: {
            type: "string[]",
            label: "Tags",
            description: "Tag(s) name of the lead. For each tag, if tag already exists, it will be only attached to the lead. Otherwise, it will be created first and then get attached.",
            optional: true,
        },
        overrideExisting: {
            type: "boolean",
            label: "Override Existing",
            description: "If lead exists, should it get overridden? Before creating a lead, we will try to find whether the lead already exists in the system using the provided email. This param controls if lead is found, we should override the lead info or throw an error message.",
            optional: true,
        },
    },
    async run({ $ }) {
        const { mailbluster, ...data } = this;
        const response = await mailbluster.createLead({
            $,
            data,
        });
        $.export("$summary", `Lead ${data.firstName} ${data.lastName} 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
Mailbluster	`mailbluster`	`app`	This component uses the Mailbluster app.
Email	`email`	`string`	Email address of the lead.
Subscribed	`subscribed`	`boolean`	Lead is subscribed to receive email or not.
First Name	`firstName`	`string`	First name of the lead.
Last Name	`lastName`	`string`	Last name of the lead.
Fields	`fields`	`object`	An object containing field information of the lead. Field merge tag is the key and field value is the value.
Timezone	`timezone`	`string`	Timezone of the lead. View supported timezones from here.
IP Address	`ipAddress`	`string`	IP address of the lead. IP address is used to find country, city, latitude, longitude, timezone (if no timezone is given) etc of this lead & store them as `meta`.
Double Opt-In	`doubleOptIn`	`boolean`	If true, the lead will receive the opt-in confirmation email.
Tags	`tags`	`string[]`	Tag(s) name of the lead. For each tag, if tag already exists, it will be only attached to the lead. Otherwise, it will be created first and then get attached.
Override Existing	`overrideExisting`	`boolean`	If lead exists, should it get overridden? Before creating a lead, we will try to find whether the lead already exists in the system using the provided email. This param controls if lead is found, we should override the lead info or throw an error message.

Action Authentication#

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

To retrieve your API keys,

Navigate to your Mailbluster account and sign in
Go to “Settings” > “API keys”

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

Pipedream makes it easy to connect APIs for Mailbluster, 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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