Get Person with Data Axle Platform API on New Lead (Instant) from Zoho CRM API

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

Trigger workflow on

New Lead (Instant) from the Zoho CRM API

Next, do this

Get Person with the Data Axle Platform 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 Data Axle Platform action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Lead (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
Configure the Get Person action
1. Connect your Data Axle Platform account
2. Configure Person Id
3. Select a Packages
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 Lead (Instant) on Zoho CRM

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

Version:0.0.10

Key:zoho_crm-new-lead

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-lead",
  name: "New Lead (Instant)",
  description: "Emits an event each time a new lead is created in Zoho CRM",
  version: "0.0.10",
  type: "source",
  methods: {
    ...common.methods,
    getModuleName() {
      return "Lead";
    },
    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#

Get Person on Data Axle Platform

Description:Retrive a specific person by id. [See the docs here](https://platform.data-axle.com/people/docs/search_api#ids-query)

Version:0.0.1

Key:data_axle_platform-get-person-by-id

View on GitHub

Data Axle Platform Overview#

Data Axle Platform API gives you access to rich datasets encompassing business, consumer, and donor information. It can empower your Pipedream workflows to execute potent data-driven strategies, such as enriching leads, verifying business details, and tailoring marketing campaigns based on demographic insights. You can tap into this well of information, integrate it with other apps, and automate actions based on the data you query.

Action Code#

import dataAxlePlatform from "../../app/data_axle_platform.app.mjs";
import { PEOPLE_PACKAGES } from "../../common/constants.mjs";
export default {
    key: "data_axle_platform-get-person-by-id",
    name: "Get Person",
    description: "Retrive a specific person by id. [See the docs here](https://platform.data-axle.com/people/docs/search_api#ids-query)",
    type: "action",
    version: "0.0.1",
    props: {
        dataAxlePlatform,
        personId: {
            propDefinition: [
                dataAxlePlatform,
                "personId",
            ],
        },
        packages: {
            propDefinition: [
                dataAxlePlatform,
                "packages",
            ],
            default: "standard_v3",
            options: PEOPLE_PACKAGES,
        },
    },
    async run({ $ }) {
        const { dataAxlePlatform, personId, packages, } = this;
        const response = await dataAxlePlatform.getPersonById({
            $,
            personId,
            params: {
                packages,
            },
        });
        $.export("$summary", `Person with Id: ${personId} was successfully fetched!`);
        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
Data Axle Platform	`dataAxlePlatform`	`app`	This component uses the Data Axle Platform app.
Person Id	`personId`	`string`	The unique identifier for the person.
Packages	`packages`	`string`	Select a value from the drop down menu:`cell_phones_v1core_v1direct_mail_v1email_v2enhanced_v2generations_v2interests_v2landline_phones_v1marketing_location_v1property_v1standard_v3vehicles_v2`

Action Authentication#

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

To retrieve your API Token,

Navigate to your Data Axle Platform account and sign in
Click the dropdown on the top right
Go to “Admin” > “Tokens”

Get Person with Data Axle Platform API on New Lead (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Data Axle Platform, 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