Search Objects with Zoho CRM API on New Lead from Visitor Queue API

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New Lead from the Visitor Queue API

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Search Objects with the Zoho CRM API

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Getting Started#

This integration creates a workflow with a Visitor Queue trigger and Zoho CRM 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 trigger
1. Connect your Visitor Queue account
2. Configure Polling interval
3. Select a Data Views
Configure the Search Objects action
1. Connect your Zoho CRM account
2. Select a Module
3. Configure Criteria
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 on Visitor Queue

Description:Emit new event when a new Waiver sign is received. [See docs here](https://docs.visitorqueue.com/#4f021159-baae-e19d-bb7f-91a915e5b4ea)

Version:0.0.3

Key:visitor_queue-new-lead

View on GitHub

Visitor Queue Overview#

The Visitor Queue API lets you track and identify businesses that visit your website, providing valuable data for lead generation and marketing analytics. By leveraging this API on Pipedream, you can automate tasks such as scoring leads, syncing data with CRM systems, and engaging with potential customers through targeted outreach. The ability to connect with hundreds of apps on Pipedream allows for powerful, automated workflows that can enrich your sales pipeline and optimize your marketing strategies.

Trigger Code#

import moment from "moment";
import visitor_queue from "../../visitor_queue.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "visitor_queue-new-lead",
  name: "New Lead",
  description: "Emit new event when a new Waiver sign is received. [See docs here](https://docs.visitorqueue.com/#4f021159-baae-e19d-bb7f-91a915e5b4ea)",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    visitor_queue,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the Visitor Queue API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    dataViews: {
      propDefinition: [
        visitor_queue,
        "dataViews",
      ],
    },
  },
  methods: {
    _getLastTime() {
      return this.db.get("lastTime");
    },
    _setLastTime(lastTime) {
      this.db.set("lastTime", lastTime);
    },
    getDataToEmit({
      id, name, last_visited_at,
    }) {
      return {
        id,
        summary: `New lead (${name})`,
        ts: new Date(last_visited_at).getTime(),
      };
    },
    async processEvent({
      params, lastTime,
    }) {
      const records = this.visitor_queue.paginate({
        fn: this.visitor_queue.listLeads,
        params,
      });

      for await (const record of records) {
        if (moment(record.last_visited_at).isAfter(lastTime))
          this._setLastTime(record.last_visited_at);

        this.$emit(record, this.getDataToEmit(record));
      }
    },
  },
  hooks: {
    async activate() {
      const lastTime = this._getLastTime();
      const leads = await this.visitor_queue.listLeads({
        params: {
          ga_view_id: this.dataViews,
          min_date: lastTime,
          per_page: 20,
        },
      });

      for (const lead of leads) {
        if (!lastTime || moment(lastTime).isAfter(lead.last_visited_at)) {
          this._setLastTime(lead.last_visited_at);
        }
        this.$emit(lead, this.getDataToEmit(lead));
      }
    },
  },
  async run() {
    const lastTime = this._getLastTime();
    const params = {
      ga_view_id: this.dataViews,
      min_date: lastTime,
    };

    return this.processEvent({
      params,
      lastTime,
    });
  },
};

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
Visitor Queue	`visitor_queue`	`app`	This component uses the Visitor Queue 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 Visitor Queue API on this schedule
Data Views	`dataViews`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To get your API Key, go to the integrations page and in the "Utilize the Visitor Queue API" card, click "Generate API Key".

About Visitor Queue#

Visitor Queue is an advanced B2B lead generation software that identifies the name, contact details & user data of the businesses that visit your website.

Action#

Search Objects on Zoho CRM

Description:Retrieves the records that match your search criteria.

Version:0.2.1

Key:zoho_crm-search-objects

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.

Action Code#

import zohoCrm from "../../zoho_crm.app.mjs";

export default {
  key: "zoho_crm-search-objects",
  name: "Search Objects",
  description: "Retrieves the records that match your search criteria.",
  version: "0.2.1",
  type: "action",
  props: {
    zohoCrm,
    module: {
      propDefinition: [
        zohoCrm,
        "module",
      ],
    },
    criteria: {
      type: "string",
      label: "Criteria",
      description: "Performs search by this criteria.",
    },
  },
  async run({ $ }) {
    const response = await this.zohoCrm.searchObjects(this.module, this.criteria, $);
    $.export("$summary", "Search done");
    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
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
Module	`module`	`string`	Select a value from the drop down menu.
Criteria	`criteria`	`string`	Performs search by this criteria.

Action 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

Search Objects with Zoho CRM API on New Lead from Visitor Queue API

Pipedream makes it easy to connect APIs for Zoho CRM, Visitor Queue 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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