← Google Postmaster Tools + Zoho CRM integrations

Convert Lead with Zoho CRM API on New Matched Traffic Stats from Google Postmaster Tools API

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New Matched Traffic Stats from the Google Postmaster Tools API
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Convert Lead with the Zoho CRM API
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Getting Started

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

  1. Select this integration
  2. Configure the New Matched Traffic Stats trigger
    1. Connect your Google Postmaster Tools account
    2. Configure timer
    3. Select a Domain Name
    4. Configure filterInfo
    5. Optional- Configure Match All Filters
    6. Optional- Select one or more IP Reputation
    7. Optional- Select one or more Domain Reputation
    8. Optional- Configure User Reported Spam Ratio Greater Than or Equal To
    9. Optional- Configure SPF Success Ratio Less Than
    10. Optional- Configure DKIM Success Ratio Less Than
    11. Optional- Configure DMARC Success Ratio Less Than
    12. Optional- Configure Outbound Encryption Ratio Less Than
    13. Optional- Configure Inbound Encryption Ratio Less Than
    14. Optional- Configure Error Ratio Greater Than or Equal To
    15. Optional- Select a Error Categories
  3. Configure the Convert Lead action
    1. Connect your Zoho CRM account
    2. Select a Lead
    3. Optional- Select a Account
    4. Optional- Select a Contact
    5. Optional- Select a User
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emits a new event when traffic stats match certain criteria. [See the documentation](https://developers.google.com/gmail/postmaster/reference/rest)
Version:0.1.0
Key:google_postmaster_tools_api-new-matched-traffic-stats

Google Postmaster Tools Overview

The Google Postmaster Tools API offers insights into the performance and deliverability of emails sent to Gmail users. It provides data on spam rates, feedback loops, delivery errors, and more, allowing senders to optimize email campaigns and enhance inbox placement. In Pipedream, you can harness this data to automate monitoring, analyze sending patterns, and integrate email performance metrics with other services for comprehensive analysis and action.

Trigger Code

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import googlePostmasterToolsApi from "../../google_postmaster_tools_api.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "google_postmaster_tools_api-new-matched-traffic-stats",
  name: "New Matched Traffic Stats",
  description:
    "Emits a new event when traffic stats match certain criteria. [See the documentation](https://developers.google.com/gmail/postmaster/reference/rest)",
  version: "0.1.0",
  type: "source",
  dedupe: "unique",
  sampleEmit,
  props: {
    googlePostmasterToolsApi,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    domain: {
      propDefinition: [
        googlePostmasterToolsApi,
        "domain",
      ],
    },
    filterInfo: {
      type: "alert",
      alertType: "info",
      content: "By default, events will be emitted when matching **any** of the configured filters. If you want **all** configured filters to be required instead, you can use the `Match All Filters` prop below.",
    },
    matchAllFilters: {
      propDefinition: [
        googlePostmasterToolsApi,
        "matchAllFilters",
      ],
    },
    ipReputation: {
      propDefinition: [
        googlePostmasterToolsApi,
        "ipReputation",
      ],
    },
    domainReputation: {
      propDefinition: [
        googlePostmasterToolsApi,
        "domainReputation",
      ],
    },
    userReportedSpamRatio: {
      propDefinition: [
        googlePostmasterToolsApi,
        "userReportedSpamRatio",
      ],
    },
    spfSuccessRatio: {
      propDefinition: [
        googlePostmasterToolsApi,
        "spfSuccessRatio",
      ],
    },
    dkimSuccessRatio: {
      propDefinition: [
        googlePostmasterToolsApi,
        "dkimSuccessRatio",
      ],
    },
    dmarcSuccessRatio: {
      propDefinition: [
        googlePostmasterToolsApi,
        "dmarcSuccessRatio",
      ],
    },
    outboundEncryptionRatio: {
      propDefinition: [
        googlePostmasterToolsApi,
        "outboundEncryptionRatio",
      ],
    },
    inboundEncryptionRatio: {
      propDefinition: [
        googlePostmasterToolsApi,
        "inboundEncryptionRatio",
      ],
    },
    errorRatio: {
      propDefinition: [
        googlePostmasterToolsApi,
        "errorRatio",
      ],
    },
    errorCategories: {
      propDefinition: [
        googlePostmasterToolsApi,
        "errorCategories",
      ],
    },
  },
  methods: {
    _getSavedItems() {
      return this.db.get("savedItems") ?? [];
    },
    _setSavedItems(value) {
      this.db.set("savedItems", value);
    },
    getDateValues(date) {
      const [
        year,
        month,
        day,
      ] = date.toISOString().split("T")[0].split("-").map((i) => Number(i));
      return {
        year,
        month,
        day,
      };
    },
    async getTrafficStats() {
      const today = new Date();
      const oneDayAgo = new Date(today);
      oneDayAgo.setDate(oneDayAgo.getDate() - 7);
      const endDate = this.getDateValues(today);
      const startDate = this.getDateValues(oneDayAgo);

      return this.googlePostmasterToolsApi.getDomainTrafficStats({
        domainName: this.domain,
        params: {
          "startDate.day": startDate.day,
          "startDate.month": startDate.month,
          "startDate.year": startDate.year,
          "endDate.day": endDate.day,
          "endDate.month": endDate.month,
          "endDate.year": endDate.year,
        },
      });
    },
    filterIpReputation(item) {
      let { ipReputation } = this;
      if (typeof ipReputation === "string")
        ipReputation = ipReputation.split(",");
      if (!ipReputation?.length) return undefined;
      return item.ipReputations.some(
        ({
          reputation, ipCount,
        }) =>
          ipReputation.includes(reputation) && ipCount > 0,
      );
    },
    filterDomainReputation(item) {
      let { domainReputation } = this;
      if (typeof domainReputation === "string")
        domainReputation = domainReputation.split(",");
      if (!domainReputation?.length) return undefined;
      return domainReputation.includes(item.domainReputation);
    },
    filterRatio(prop, value, greaterOrEqual = false) {
      if (prop?.endsWith("%")) prop = Number(prop.slice(0, -1)) / 100;
      const ratio = Number(prop);
      if (isNaN(ratio) || value === undefined) return undefined;
      return greaterOrEqual
        ? value >= ratio
        : value < ratio;
    },
    filterSpamRatio(item) {
      return this.filterRatio(
        this.userReportedSpamRatio,
        item.userReportedSpamRatio,
        true,
      );
    },
    filterSpfSuccessRatio(item) {
      return this.filterRatio(this.spfSuccessRatio, item.spfSuccessRatio);
    },
    filterDkimSuccessRatio(item) {
      return this.filterRatio(this.dkimSuccessRatio, item.dkimSuccessRatio);
    },
    filterDmarcSuccessRatio(item) {
      return this.filterRatio(this.dmarcSuccessRatio, item.dmarcSuccessRatio);
    },
    filterOutboundEncryptionRatio(item) {
      return this.filterRatio(
        this.outboundEncryptionRatio,
        item.outboundEncryptionRatio,
      );
    },
    filterInboundEncryptionRatio(item) {
      return this.filterRatio(
        this.inboundEncryptionRatio,
        item.inboundEncryptionRatio,
      );
    },
    filterErrorRatio(item) {
      const ratio = Number(this.errorRatio);
      if (isNaN(ratio)) return undefined;

      let { errorCategories } = this;
      if (typeof errorCategories === "string")
        errorCategories = errorCategories.split(",");

      return item.deliveryErrors.some(
        ({
          errorType, errorRatio,
        }) =>
          (!errorCategories || errorCategories.includes(errorType)) && errorRatio > ratio,
      );
    },
    matchesCriteria(item) {
      // Filters return undefined if the prop is not set, or true/false otherwise
      // Filters are a logical AND - if any filter returns false, the item is not emitted
      const filters = [
        this.filterIpReputation,
        this.filterDomainReputation,
        this.filterSpamRatio,
        this.filterSpfSuccessRatio,
        this.filterDkimSuccessRatio,
        this.filterDmarcSuccessRatio,
        this.filterOutboundEncryptionRatio,
        this.filterInboundEncryptionRatio,
        this.filterErrorRatio,
      ];

      let hasMatch = false;

      for (let filter of filters) {
        const result = filter(item);
        if (result === true) {
          if (!this.matchAllFilters) return true;
          hasMatch = true;
        } else if (result === false && this.matchAllFilters) {
          return false;
        }
      }

      return hasMatch;
    },
  },
  async run() {
    const savedItems = this._getSavedItems();
    const ts = Date.now();
    const stats = await this.getTrafficStats();
    stats?.trafficStats?.filter(({ name }) => !savedItems.includes(name)).forEach((item) => {
      const id = item.name;
      if (this.matchesCriteria(item)) {
        this.$emit(item, {
          id,
          summary: `Matched Traffic Stats: ${id}`,
          ts,
        });
        savedItems.push(id);
      }
    });
    this._setSavedItems(savedItems);
  },
};

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.
LabelPropTypeDescription
Google Postmaster ToolsgooglePostmasterToolsApiappThis component uses the Google Postmaster Tools app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Domain NamedomainstringSelect a value from the drop down menu.
Match All FiltersmatchAllFiltersboolean

If true, events will only be emitted if they match all of the selected criteria. The default behavior is matching any of them.

IP ReputationipReputationstring[]Select a value from the drop down menu:{ "label": "High", "value": "HIGH" }{ "label": "Medium", "value": "MEDIUM" }{ "label": "Low", "value": "LOW" }{ "label": "Bad", "value": "BAD" }
Domain ReputationdomainReputationstring[]Select a value from the drop down menu:{ "label": "High", "value": "HIGH" }{ "label": "Medium", "value": "MEDIUM" }{ "label": "Low", "value": "LOW" }{ "label": "Bad", "value": "BAD" }
User Reported Spam Ratio Greater Than or Equal TouserReportedSpamRatiostring

Emit events only when the user reported spam ratio is greater than, or equal to, the specified value (can be a percentage, e.g. 10% or a ratio between 0 and 1, e.g. 0.1)

SPF Success Ratio Less ThanspfSuccessRatiostring

Emit events only when the SPF success ratio is less than the specified value (can be a percentage, e.g. 10% or a ratio between 0 and 1, e.g. 0.1)

DKIM Success Ratio Less ThandkimSuccessRatiostring

Emit events only when the DKIM success ratio is less than the specified value (can be a percentage, e.g. 10% or a ratio between 0 and 1, e.g. 0.1)

DMARC Success Ratio Less ThandmarcSuccessRatiostring

Emit events only when the DMARC success ratio is less than the specified value (can be a percentage, e.g. 10% or a ratio between 0 and 1, e.g. 0.1)

Outbound Encryption Ratio Less ThanoutboundEncryptionRatiostring

Emit events only when the outbound encryption ratio is less than the specified value (can be a percentage, e.g. 10% or a ratio between 0 and 1, e.g. 0.1)

Inbound Encryption Ratio Less ThaninboundEncryptionRatiostring

Emit events only when the inbound encryption ratio is less than the specified value (can be a percentage, e.g. 10% or a ratio between 0 and 1, e.g. 0.1)

Error Ratio Greater Than or Equal ToerrorRatiostring

Emit events only when the error ratio (in the specified Error Categories, or any if not specified) is greater than, or equal to, the specified value (can be a percentage, e.g. 10% or a ratio between 0 and 1, e.g. 0.1)

Error CategorieserrorCategoriesstringSelect a value from the drop down menu:{ "value": "RATE_LIMIT_EXCEEDED", "label": "The Domain or IP is sending traffic at a suspiciously high rate, due to which temporary rate limits have been imposed. The limit will be lifted when Gmail is confident enough of the nature of the traffic." }{ "value": "SUSPECTED_SPAM", "label": "The traffic is suspected to be spam, by Gmail, for various reasons." }{ "value": "CONTENT_SPAMMY", "label": "The traffic is suspected to be spammy, specific to the content." }{ "value": "BAD_ATTACHMENT", "label": "Traffic contains attachments not supported by Gmail." }{ "value": "BAD_DMARC_POLICY", "label": "The sender domain has set up a DMARC rejection policy." }{ "value": "LOW_IP_REPUTATION", "label": "The IP reputation of the sending IP is very low." }{ "value": "LOW_DOMAIN_REPUTATION", "label": "The Domain reputation of the sending domain is very low." }{ "value": "IP_IN_RBL", "label": "The IP is listed in one or more public Real-time Blackhole Lists. Work with the RBL to get your IP delisted." }{ "value": "DOMAIN_IN_RBL", "label": "The Domain is listed in one or more public Real-time Blackhole Lists. Work with the RBL to get your domain delisted." }{ "value": "BAD_PTR_RECORD", "label": "The sending IP is missing a PTR record." }

Trigger Authentication

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

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

emailprofilehttps://www.googleapis.com/auth/postmaster.readonly

About Google Postmaster Tools

Use Postmaster Tools to analyze your email performance, and help Gmail route your messages to the right place

Action

Description:Converts a Lead into a Contact or an Account. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/convert-lead.html)
Version:0.1.1
Key:zoho_crm-convert-lead

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-convert-lead",
  name: "Convert Lead",
  description: "Converts a Lead into a Contact or an Account. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v2/convert-lead.html)",
  version: "0.1.1",
  type: "action",
  props: {
    zohoCrm,
    lead: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Leads",
        }),
      ],
      label: "Lead",
      description: "Unique identifier of the lead record to be converted",
    },
    account: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Accounts",
        }),
      ],
      label: "Account",
      description: "Use this key to associate an account with the lead being converted. Pass the unique and valid account ID.",
      optional: true,
    },
    contact: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "Contacts",
        }),
      ],
      label: "Contact",
      description: "Use this key to associate a contact with the lead being converted. Pass the unique and valid contact ID.",
      optional: true,
    },
    user: {
      propDefinition: [
        zohoCrm,
        "recordId",
        () => ({
          module: "users?type=ActiveUsers",
        }),
      ],
      label: "User",
      description: "Use this key to assign record owner for the new contact and account. Pass the unique and valid user ID.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      lead,
      account,
      contact,
      user,
    } = this;
    const data = {
      data: [
        this.zohoCrm.omitEmptyStringValues({
          Accounts: account,
          Contacts: contact,
          assign_to: user,
        }),
      ],
    };
    const res = await this.zohoCrm.convertLead(lead, data, $);
    $.export("$summary", "Successfully converted lead");
    return res;
  },
};

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.

LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
LeadleadstringSelect a value from the drop down menu.
AccountaccountstringSelect a value from the drop down menu.
ContactcontactstringSelect a value from the drop down menu.
UseruserstringSelect a value from the drop down menu.

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

About Zoho CRM

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

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