Find Contact with LeadIQ API on New User from Zoho CRM API

Pipedream makes it easy to connect APIs for LeadIQ, Zoho CRM and 2,400+ other apps remarkably fast.

Trigger workflow on

New User from the Zoho CRM API

Next, do this

Find Contact with the LeadIQ API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New User trigger
1. Connect your Zoho CRM account
2. Configure Polling Interval
3. Select a User Type
Configure the Find Contact action
1. Connect your LeadIQ account
2. Optional- Configure Full Name
3. Optional- Configure Email
4. Optional- Configure Company Name
5. Optional- Configure Search in Past Companies
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 User on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-user

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/timer-based/base.mjs";
import userTypes from "./common-user-types.mjs";

export default {
  ...common,
  key: "zoho_crm-new-user",
  name: "New User",
  description: "Emits an event each time a new user is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    userType: {
      type: "string",
      label: "User Type",
      description: "The type of users to generate events for",
      options: userTypes,
    },
  },
  hooks: {
    async activate() {
      const userCount = await this.zohoCrm.getUserCount({
        type: this.userType,
      });
      this._setUserCount(userCount);
    },
  },
  methods: {
    ...common.methods,
    _getUserCount() {
      return this.db.get("userCount");
    },
    _setUserCount(userCount) {
      this.db.set("userCount", userCount);
    },
    generateMeta({
      user,
      event,
    }) {
      const {
        id,
        first_name: firstName = "",
        last_name: lastName = "",
      } = user;
      const lastNameInitial = lastName
        ? `${lastName.slice(0, 1)}.`
        : "";
      const userNameDisplay = `${firstName} ${lastNameInitial}`;
      const summary = `New User: ${userNameDisplay}`;
      const { timestamp: ts } = event;
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(event) {
      const lastUserCount = this._getUserCount();
      const usersPage = this.zohoCrm.computeLastUsersPage({
        userCount: lastUserCount,
      });
      let usersOffset = this.zohoCrm.computeUsersOffset({
        userCount: lastUserCount,
      });
      let newUserCount = lastUserCount;
      const userScan = await this.zohoCrm.getUsers({
        page: usersPage,
        type: this.userType,
      });
      for await (const user of userScan) {
        if (usersOffset > 0) {
          // The first items in the user retrieval could have been already
          // processed. `usersOffset` contains the amount of items that we need to
          // skip before we hit a new, unprocessed item.
          --usersOffset;
          continue;
        }

        const meta = this.generateMeta({
          user,
          event,
        });
        this.$emit(user, meta);
        ++newUserCount;
      }

      this._setUserCount(newUserCount);
    },
  },
};

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.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the Zoho API on this schedule
User Type	`userType`	`string`	Select a value from the drop down menu:`{ "value": "AllUsers", "label": "All users in your organization (both active and inactive users)" }{ "value": "ActiveUsers", "label": "Active Users" }{ "value": "DeactiveUsers", "label": "Users who were deactivated" }{ "value": "ConfirmedUsers", "label": "Confirmed users" }{ "value": "NotConfirmedUsers", "label": "Non-confirmed users" }{ "value": "DeletedUsers", "label": "Deleted users" }{ "value": "ActiveConfirmedUsers", "label": "Active users who are also confirmed" }{ "value": "AdminUsers", "label": "Admin users" }{ "value": "ActiveConfirmedAdmins", "label": "Active users with the administrative privileges and are also confirmed" }{ "value": "CurrentUser", "label": "The current CRM user" }`

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#

Find Contact on LeadIQ

Description:Searches for contact information based on user-defined props which may include identifiers such as name, email, or company. Returns the contact data if a match is found within the LeadIQ database. [See the documentation](https://developer.leadiq.com/#query-searchPeople)

Version:0.0.1

Key:leadiq-find-contact

View on GitHub

LeadIQ Overview#

The LeadIQ API enables seamless integration of LeadIQ’s capabilities into various marketing and sales workflows, automating the lead capture and enrichment processes. By harnessing this API on Pipedream, you can automate the extraction of lead data, sync it with CRM systems, and trigger personalized outreach campaigns, all within a serverless environment. This reduces manual tasks, enhances lead quality, and accelerates the sales pipeline.

Action Code#

import app from "../../leadiq.app.mjs";
import queries from "../../common/queries.mjs";

export default {
  key: "leadiq-find-contact",
  name: "Find Contact",
  description: "Searches for contact information based on user-defined props which may include identifiers such as name, email, or company. Returns the contact data if a match is found within the LeadIQ database. [See the documentation](https://developer.leadiq.com/#query-searchPeople)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    fullName: {
      type: "string",
      label: "Full Name",
      description: "The full name of the contact.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "The name of the company.",
      optional: true,
    },
    searchInPastCompanies: {
      type: "boolean",
      label: "Search in Past Companies",
      description: "If enabled, the search will include past companies.",
      optional: true,
    },
  },
  methods: {
    searchContact({
      data, ...args
    } = {}) {
      return this.app.post({
        ...args,
        data: {
          ...data,
          query: queries.searchPeople,
        },
      });
    },
  },
  async run({ $ }) {
    const {
      searchContact,
      fullName,
      email,
      companyName,
      searchInPastCompanies,
    } = this;

    const { data: { searchPeople: { results } } } = await searchContact({
      $,
      data: {
        variables: {
          input: {
            limit: 1,
            fullName,
            email,
            ...(companyName && {
              company: {
                name: companyName,
                searchInPastCompanies,
              },
            }),
          },
        },
      },
    });

    if (!results.length) {
      $.export("$summary", `No contact information found for \`${fullName || email || companyName}\``);
      return {
        success: false,
      };
    }

    $.export("$summary", `Successfully found \`${results.length}\` contact(s)`);
    return results;
  },
};

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
LeadIQ	`app`	`app`	This component uses the LeadIQ app.
Full Name	`fullName`	`string`	The full name of the contact.
Email	`email`	`string`	The email of the contact
Company Name	`companyName`	`string`	The name of the company.
Search in Past Companies	`searchInPastCompanies`	`boolean`	If enabled, the search will include past companies.

Find Contact with LeadIQ API on New User from Zoho CRM API

Pipedream makes it easy to connect APIs for LeadIQ, Zoho CRM and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular