Replace Emails from CRM Audience with AdRoll API on New Module Entry (Instant) from Zoho CRM API

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New Module Entry (Instant) from the Zoho CRM API

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Replace Emails from CRM Audience with the AdRoll API

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Getting Started#

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

Select this integration
Configure the New Module Entry (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select a Module
Configure the Replace Emails from CRM Audience action
1. Connect your AdRoll account
2. Select a Advertiser Id
3. Select a Audience Id
4. Configure Email List
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 Module Entry (Instant) on Zoho CRM

Description:Emit new events each time a new module/record is created in Zoho CRM

Version:0.0.14

Key:zoho_crm-new-module-entry

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-custom-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    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.
Module	`moduleInfo`	`string`	Select a value from the drop down menu.

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#

Replace Emails from CRM Audience on AdRoll

Description:Replace the email list from a CRM audience in AdRoll. [See docs here](https://developers.adroll.com/docs/adroll-audience-api/1/routes/segments/%7Bsegment_eid%7D/post)

Version:0.0.1

Key:adroll-replace-emails-from-crm-audience

View on GitHub

AdRoll Overview#

The AdRoll API offers a suite of tools to enhance advertising efforts with targeted ad campaigns and advanced analytics. Harnessing this API within Pipedream allows you to automate interactions with AdRoll, such as synchronizing audiences, updating campaigns, and managing advertisements based on triggers from other services. By integrating AdRoll API with Pipedream, you create dynamic workflows that respond in real-time to your business data, ensuring your marketing efforts are both efficient and scalable.

Action Code#

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

export default {
  key: "adroll-replace-emails-from-crm-audience",
  name: "Replace Emails from CRM Audience",
  description: "Replace the email list from a CRM audience in AdRoll. [See docs here](https://developers.adroll.com/docs/adroll-audience-api/1/routes/segments/%7Bsegment_eid%7D/post)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    advertiserId: {
      propDefinition: [
        app,
        "advertiserId",
      ],
    },
    audienceId: {
      propDefinition: [
        app,
        "audienceId",
        (c) => ({
          advertiserId: c.advertiserId,
        }),
      ],
    },
    emailList: {
      label: "Email List",
      description: "The email address list to replace in the CRM audience. List must contain at least 100 unique emails. [See docs here](https://help.adroll.com/hc/en-us/articles/211845528-CRM-Audience)",
      type: "string[]",
    },
  },
  async run({ $ }) {
    const {
      emailList,
      audienceId,
    } = this;

    const response = await this.app.replaceEmailsFromCRMAudience({
      $,
      emails: Array.isArray(emailList) && emailList || JSON.parse(emailList),
      audienceId,
    });

    $.export("$summary", `Successfully updated email address list from CRM audience with ID: "${audienceId}"`);

    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
AdRoll	`app`	`app`	This component uses the AdRoll app.
Advertiser Id	`advertiserId`	`string`	Select a value from the drop down menu.
Audience Id	`audienceId`	`string`	Select a value from the drop down menu.
Email List	`emailList`	`string[]`	The email address list to replace in the CRM audience. List must contain at least 100 unique emails. See docs here

Action Authentication#

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

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

all

About AdRoll#

Online advertising

More Ways to Connect AdRoll + Zoho CRM#

Other Popular Integrations#

Replace Emails from CRM Audience with AdRoll API on New Contact (Instant) from Zoho CRM API

Zoho CRM + AdRoll

Replace Emails from CRM Audience with AdRoll API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for AdRoll, 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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