Integrate the Userflow API with the Zoho CRM API

Setup the Userflow API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Userflow and Zoho CRM remarkably fast. Free for developers.

Popular Ways to Connect Userflow with Zoho CRM#

Convert Lead with Zoho CRM API on New Checklist Completed (Instant) from Userflow API

Userflow + Zoho CRM

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Convert Lead with Zoho CRM API on New Event Tracked (Instant) from Userflow API

Userflow + Zoho CRM

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Convert Lead with Zoho CRM API on New Flow Completed (Instant) from Userflow API

Userflow + Zoho CRM

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Create Object with Zoho CRM API on New Checklist Completed (Instant) from Userflow API

Userflow + Zoho CRM

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Create Object with Zoho CRM API on New Event Tracked (Instant) from Userflow API

Userflow + Zoho CRM

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Popular Userflow and Zoho CRM Triggers#

New Checklist Completed (Instant) from the Userflow API

Emit new event when a user has completed all tasks in a checklist. See the documentation

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New Event Tracked (Instant) from the Userflow API

Emit new new event when an event is tracked in Userflow. See the documentation

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New Flow Completed (Instant) from the Userflow API

Emit new event when a flow is completed by a user by reaching a goal step. See the documentation

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New Contact (Instant) from the Zoho CRM API

Emits an event each time a new contact is created in Zoho CRM

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New Event (Instant) from the Zoho CRM API

Emit new custom events from Zoho CRM

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Popular Userflow and Zoho CRM Actions#

Create or Update User with the Userflow API

Creates or updates a user in Userflow. If the user does not already exist in Userflow, it will be created. If it already exists, the given attributes will be merged into the existing user's attributes. See the documentation

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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

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Find User with the Userflow API

Finds an existing user by user ID or email, optionally filtering by group ID. See the documentation

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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

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Overview of Userflow#

The Userflow API allows you to automate and integrate the process of creating and managing in-app guides and walkthroughs. Using the API within Pipedream, you can programmatically trigger events, update user attributes, and manage flows, thereby creating a personalized user experience within your application. This opens up possibilities for syncing user data, customizing user onboarding experiences, and tracking user progress without manual intervention.

Connect Userflow#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    userflow: {
      type: "app",
      app: "userflow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.userflow.com/users`,
      headers: {
        Authorization: `Bearer ${this.userflow.$auth.api_key}`,
        "Userflow-Version": `2020-01-03`,
      },
    })
  },
})

Overview of Zoho CRM#

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.

Connect Zoho CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})