← Zoho CRM + Google Meet integrations

Schedule Meeting with Google Meet API on New Lead (Instant) from Zoho CRM API

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New Lead (Instant) from the Zoho CRM API
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Schedule Meeting with the Google Meet API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Google Meet 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 Lead (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
  3. Configure the Schedule Meeting action
    1. Connect your Google Meet account
    2. Optional- Select a Calendar ID
    3. Optional- Configure Event Title
    4. Optional- Configure Event Location
    5. Optional- Configure Event Description
    6. Optional- Configure Attendees
    7. Configure Event Start Date
    8. Configure Event End Date
    9. Optional- Configure Recurrence
    10. Optional- Select a Time Zone
    11. Optional- Select a Send Updates
    12. Optional- Configure Send Notifications
    13. Optional- Select a Color ID
  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 an event each time a new lead is created in Zoho CRM
Version:0.0.10
Key:zoho_crm-new-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.

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.
LabelPropTypeDescription
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Subscription Renewal Timertimer$.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

Description:Creates a new event in Google Calendar with a Google Meet link. [See the documentation](https://developers.google.com/calendar/api/v3/reference/events/insert)
Version:0.0.1
Key:google_meet-schedule-meeting

Google Meet Overview

The Google Meet API allows developers to automate aspects of the video conferencing service, like creating and managing meetings. With Pipedream, these capabilities can be leveraged to build custom workflows, integrating Google Meet with other services to streamline scheduling, notification, and management processes. For instance, you can automate the creation of meetings in response to calendar events, sync meeting details with a CRM, or initiate follow-up actions once a meeting concludes.

Action Code

import googleMeet from "../../google_meet.app.mjs";
import { v4 as uuidv4 } from "uuid";

export default {
  key: "google_meet-schedule-meeting",
  name: "Schedule Meeting",
  description: "Creates a new event in Google Calendar with a Google Meet link. [See the documentation](https://developers.google.com/calendar/api/v3/reference/events/insert)",
  version: "0.0.1",
  type: "action",
  props: {
    googleMeet,
    calendarId: {
      propDefinition: [
        googleMeet,
        "calendarId",
      ],
    },
    summary: {
      label: "Event Title",
      type: "string",
      description: "Enter a title for the event, (e.g., `My event`)",
      optional: true,
    },
    location: {
      label: "Event Location",
      type: "string",
      description: "Specify the location of the event",
      optional: true,
    },
    description: {
      label: "Event Description",
      type: "string",
      description: "Enter a description for the event",
      optional: true,
    },
    attendees: {
      label: "Attendees",
      type: "string[]",
      description: "Enter an array of email addresses for any attendees",
      optional: true,
    },
    eventStartDate: {
      label: "Event Start Date",
      type: "string",
      description: "For all-day events, enter the Event day in the format `yyyy-mm-dd`. For events with time, format according to [RFC3339](https://www.rfc-editor.org/rfc/rfc3339.html#section-1): `yyyy-mm-ddThh:mm:ss+01:00`. A time zone offset is required unless a time zone is explicitly specified in timeZone.",
    },
    eventEndDate: {
      label: "Event End Date",
      type: "string",
      description: "For all-day events, enter the Event day in the format `yyyy-mm-dd`. For events with time, format according to [RFC3339](https://www.rfc-editor.org/rfc/rfc3339.html#section-1): `yyyy-mm-ddThh:mm:ss+01:00`. A time zone offset is required unless a time zone is explicitly specified in timeZone.",
    },
    recurrence: {
      label: "Recurrence",
      type: "string[]",
      description: "Recurrence rule(s) for the event. For example, `RRULE:FREQ=DAILY;INTERVAL=2` means once every two days, `RRULE:FREQ=YEARLY` means annually.\nYou can combine multiple recurrence rules. [See the documentation](https://developers.google.com/calendar/api/concepts/events-calendars#recurrence_rule)",
      optional: true,
    },
    timeZone: {
      propDefinition: [
        googleMeet,
        "timeZone",
      ],
    },
    sendUpdates: {
      propDefinition: [
        googleMeet,
        "sendUpdates",
      ],
    },
    sendNotifications: {
      propDefinition: [
        googleMeet,
        "sendNotifications",
      ],
    },
    colorId: {
      propDefinition: [
        googleMeet,
        "colorId",
      ],
    },
  },
  methods: {
    async getTimeZone(selectedTimeZone) {
      const { value: timeZone } = selectedTimeZone ?? await this.googleMeet.getSettings({
        setting: "timezone",
      });
      return timeZone;
    },
    formatAttendees(selectedAttendees, currentAttendees) {
      let attendees = [];
      if (selectedAttendees && Array.isArray(selectedAttendees)) {
        attendees = selectedAttendees.map((email) => ({
          email,
        }));
      } else if (currentAttendees && Array.isArray(currentAttendees)) {
        return currentAttendees.map((attendee) => ({
          email: attendee.email,
        }));
      }
      return attendees;
    },
    checkDateOrDateTimeInput(date, type) {
      if (type === "date") {
        return date && date.length <= 10
          ? date
          : undefined;
      }
      if (type === "dateTime") {
        return date && date.length > 10
          ? date
          : undefined;
      }
    },
    getDateParam({
      date,
      timeZone,
    }) {
      return {
        date: this.checkDateOrDateTimeInput(date, "date"),
        dateTime: this.checkDateOrDateTimeInput(date, "dateTime"),
        timeZone,
      };
    },
  },
  async run({ $ }) {
    const timeZone = await this.getTimeZone(this.timeZone);
    const attendees = this.formatAttendees(this.attendees);

    const data = {
      calendarId: this.calendarId,
      sendUpdates: this.sendUpdates,
      sendNotifications: this.sendNotifications,
      resource: {
        summary: this.summary,
        location: this.location,
        description: this.description,
        start: this.getDateParam({
          date: this.eventStartDate,
          timeZone,
        }),
        end: this.getDateParam({
          date: this.eventEndDate,
          timeZone,
        }),
        recurrence: this.recurrence,
        attendees,
        colorId: this.colorId,
        conferenceData: {
          createRequest: {
            requestId: uuidv4(),
            conferenceSolutionKey: {
              type: "hangoutsMeet",
            },
          },
        },
      },
      conferenceDataVersion: 1,
    };

    const response = await this.googleMeet.createEvent(data);

    $.export("$summary", `Successfully created event: "${response.id}"`);

    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.

LabelPropTypeDescription
Google MeetgoogleMeetappThis component uses the Google Meet app.
Calendar IDcalendarIdstringSelect a value from the drop down menu.
Event Titlesummarystring

Enter a title for the event, (e.g., My event)

Event Locationlocationstring

Specify the location of the event

Event Descriptiondescriptionstring

Enter a description for the event

Attendeesattendeesstring[]

Enter an array of email addresses for any attendees

Event Start DateeventStartDatestring

For all-day events, enter the Event day in the format yyyy-mm-dd. For events with time, format according to RFC3339: yyyy-mm-ddThh:mm:ss+01:00. A time zone offset is required unless a time zone is explicitly specified in timeZone.

Event End DateeventEndDatestring

For all-day events, enter the Event day in the format yyyy-mm-dd. For events with time, format according to RFC3339: yyyy-mm-ddThh:mm:ss+01:00. A time zone offset is required unless a time zone is explicitly specified in timeZone.

Recurrencerecurrencestring[]

Recurrence rule(s) for the event. For example, RRULE:FREQ=DAILY;INTERVAL=2 means once every two days, RRULE:FREQ=YEARLY means annually.
You can combine multiple recurrence rules. See the documentation

Time ZonetimeZonestringSelect a value from the drop down menu.
Send UpdatessendUpdatesstringSelect a value from the drop down menu:allexternalOnlynone
Send NotificationssendNotificationsboolean

Whether to send notifications about the event update

Color IDcolorIdstringSelect a value from the drop down menu.

Action Authentication

Google Meet uses OAuth authentication. When you connect your Google Meet account, Pipedream will open a popup window where you can sign into Google Meet 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 Meet API.

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

emailprofilehttps://www.googleapis.com/auth/calendar.eventshttps://www.googleapis.com/auth/calendar.readonlyhttps://www.googleapis.com/auth/calendar.settings.readonly

About Google Meet

Real-time meetings by Google. Using your browser, share your video, desktop, and presentations with teammates and customers.

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