How to Send Daily Sales Digests from Zoho CRM to Slack with Pipedream

pipedream.com > Workflows > New Workflow

Create a new Pipedream workflow

Go to pipedream.com and click 'New Workflow' in the top-right corner of your dashboard. You'll land on a blank canvas with a trigger slot at the top and a prompt to add steps below. Give the workflow a name like 'Zoho CRM Daily Sales Digest' using the pencil icon at the top — this matters when you have multiple workflows and need to find this one fast.

1. 1Click 'New Workflow' in the top-right of the Pipedream dashboard
2. 2Click the pencil icon next to 'My Workflow' and rename it to 'Zoho CRM Daily Sales Digest'
3. 3Click 'Save' to confirm the name

Workflow Canvas > Add a Trigger > Schedule > Daily

Set a daily schedule trigger

Click 'Add a trigger' and search for 'Schedule'. Select 'Schedule' from the Pipedream-native sources list — this is built into Pipedream, no app connection needed. Choose 'Daily' from the interval options and set the time to 8:00 AM in your team's local timezone. Pipedream runs triggers in UTC by default, so convert your local time carefully — if your team is in US Eastern, 8 AM ET is 13:00 UTC.

1. 1Click 'Add a trigger' on the workflow canvas
2. 2Type 'Schedule' in the search box and select the Pipedream-native Schedule source
3. 3Select 'Daily' as the interval
4. 4Set the time field to your target UTC equivalent of 8:00 AM local time
5. 5Click 'Save and continue'

Workflow Canvas > + Add Step > Zoho CRM > Run API Request > Connect Account

Connect your Zoho CRM account

Click '+ Add step' below the trigger and search for 'Zoho CRM'. Select the 'Run API Request' action — this gives you the most flexibility to build a custom COQL query rather than being limited to preset actions. In the step panel, click 'Connect Account' and follow the OAuth flow. You'll be redirected to Zoho's login page, asked to approve scopes, and returned to Pipedream with a green connected badge.

1. 1Click '+ Add step' below the Schedule trigger
2. 2Search for 'Zoho CRM' and select it from the app list
3. 3Choose the 'Run API Request' action
4. 4Click 'Connect Account' in the step configuration panel
5. 5Complete the Zoho OAuth flow and return to Pipedream

Workflow Canvas > Zoho CRM Step > Run API Request > Method + URL + Body

Query Zoho CRM for today's deal data

In the 'Run API Request' step, set the Method to GET and the URL to the Zoho CRM COQL endpoint: https://www.zohoapis.com/crm/v3/coql. Switch to the 'Body' tab and set Content-Type to application/json. You'll write a COQL SELECT query that pulls deals closed today, total pipeline value by stage, and count of new deals opened in the last 24 hours. The query runs against Zoho's search API and returns a paginated JSON array of deal records.

1. 1Set Method to POST (COQL queries use POST, not GET)
2. 2Set URL to https://www.zohoapis.com/crm/v3/coql
3. 3Click the 'Body' tab and set type to 'Raw JSON'
4. 4Paste your COQL query JSON into the body field
5. 5Click 'Test' to confirm the response returns deal records

Workflow Canvas > + Add Step > Run Node.js code

Add a Node.js step to process the deal data

Click '+ Add step' and select 'Run Node.js code'. This is where you transform the raw Zoho API response into a structured digest. You'll parse the deal array, calculate totals (closed revenue, average deal size, pipeline by stage), and build the data object that feeds the Slack message. Reference the previous step's output using steps.zoho_crm.data — Pipedream passes data between steps automatically via the steps object.

1. 1Click '+ Add step' below the Zoho CRM step
2. 2Select 'Run Node.js code' from the step type options
3. 3Paste your transformation code into the code editor
4. 4Click 'Test' to run the step and see the output in the results panel

Workflow Canvas > + Add Step > Slack > Send a Message > Connect Account

Connect your Slack account

Click '+ Add step' and search for 'Slack'. Choose the 'Send a Message' action. Click 'Connect Account' and complete the Slack OAuth flow — you'll be asked which workspace to authorize and which scopes to grant. Pipedream needs the chat:write scope at minimum. If you want to post to private channels, the bot also needs to be invited to that channel manually in Slack before the workflow runs.

1. 1Click '+ Add step' below the Node.js code step
2. 2Search for 'Slack' and select it from the app list
3. 3Choose 'Send a Message' as the action
4. 4Click 'Connect Account' and complete the Slack OAuth flow
5. 5Select your workspace and approve the requested scopes

Workflow Canvas > Slack Step > Send a Message > Channel + Blocks

Configure the Slack message with Block Kit

In the Slack step, set the Channel field to your target channel name (e.g., #sales-digest). Leave the Text field blank and use the Blocks field instead — Slack's Block Kit gives you headers, dividers, and formatted sections that make the digest readable. Paste your Block Kit JSON into the Blocks field, referencing the Node.js step output using double-curly Pipedream template syntax like {{steps.nodejs.$return_value.totalClosedValue}}. Test the step to preview the message layout.

1. 1Set the Channel field to #sales-digest (or your channel name)
2. 2Leave the Text field blank
3. 3Click the Blocks field and paste your Block Kit JSON
4. 4Reference previous step data using {{steps.nodejs.$return_value.fieldName}} syntax
5. 5Click 'Test' to send a test message to Slack and verify formatting

Workflow Canvas > + Add Step > Run Node.js code (Error Handler)

Add error handling with a fallback notification

Click '+ Add step' and select 'Run Node.js code' again. Use this step to catch errors from earlier steps and send a plain-text fallback Slack message if the Zoho query or data processing failed. Check steps.zoho_crm.$return_value for null or empty data arrays before proceeding. This prevents silent failures where the workflow runs but posts nothing — which is worse than a visible error.

1. 1Click '+ Add step' below the Slack message step
2. 2Select 'Run Node.js code'
3. 3Write a conditional check for empty or null data from the Zoho step
4. 4If data is missing, use $.send.http to call Slack's API directly with an error alert
5. 5Click 'Test' to confirm the fallback logic works

Workflow Canvas > Run (top toolbar)

Test the full workflow end-to-end

Click 'Run' at the top of the workflow canvas to trigger a manual test run. Watch each step's status indicator — green checkmark means it passed, red X means it failed and you need to check that step's logs. Open Slack and confirm the digest message appeared in the correct channel with correct data. Check that deal values, stage names, and dates match what you see in Zoho CRM's own reports.

1. 1Click 'Run' in the top toolbar of the workflow canvas
2. 2Watch each step's status indicator update in real time
3. 3Click any step with a red X to open its error log
4. 4Switch to Slack and verify the digest message appears in #sales-digest
5. 5Cross-check one deal value against Zoho CRM's built-in reports to confirm accuracy

Workflow Canvas > Deploy (top-right button)

Deploy and enable the workflow

Once the test run is clean, click 'Deploy' in the top-right corner of the workflow canvas. Pipedream changes the workflow state from 'Development' to 'Active'. The Schedule trigger will now fire automatically at your configured time each day. Check back the next morning to confirm the first scheduled run succeeded — look at the workflow's event history tab to see the run log and confirm all steps passed.

1. 1Click 'Deploy' in the top-right corner
2. 2Confirm the status badge changes from 'Development' to 'Active'
3. 3Navigate to the 'Events' tab on the workflow page
4. 4The following morning, check the Events tab to confirm the scheduled run completed
5. 5Open Slack to verify the digest posted at the correct time

This Node.js step fetches Zoho CRM deal data via COQL, calculates digest metrics, and returns a structured object ready for the Slack Block Kit message. Paste this into the 'Run Node.js code' step that sits between your Zoho CRM API step and your Slack step.

import axios from 'axios';
export default defineComponent({
  async run({ steps, $ }) {

import axios from 'axios';

export default defineComponent({
  async run({ steps, $ }) {
    const zohoData = steps.zoho_crm.$return_value;

    if (!zohoData || !zohoData.data || zohoData.data.length === 0) {
      console.log('No deal data returned from Zoho CRM. Sending fallback alert.');
      return {
        hasData: false,
        message: '⚠️ No deal data returned from Zoho CRM today. Check the API step logs.',
      };
    }

    const deals = zohoData.data;
    const today = new Date().toISOString().split('T')[0]; // YYYY-MM-DD in UTC

    // Closed Won deals with today's closing date
    const closedToday = deals.filter(
      (d) => d.Stage === 'Closed Won' && d.Closing_Date === today
    );

    // New deals created in last 24 hours
    const oneDayAgo = new Date(Date.now() - 24 * 60 * 60 * 1000);
    const newDeals = deals.filter((d) => new Date(d.Created_Time) >= oneDayAgo);

    // Total closed revenue today
    const totalClosedRevenue = closedToday.reduce(
      (sum, d) => sum + (parseFloat(d.Amount) || 0),
      0
    );

    // Weighted pipeline across all open deals
    const weightedPipeline = deals
      .filter((d) => d.Stage !== 'Closed Won' && d.Stage !== 'Closed Lost')
      .reduce(
        (sum, d) =>
          sum + ((parseFloat(d.Amount) || 0) * (parseFloat(d.Probability) || 0)) / 100,
        0
      );

    // Stage breakdown
    const stageMap = {};
    deals.forEach((d) => {
      if (!stageMap[d.Stage]) stageMap[d.Stage] = { count: 0, total: 0 };
      stageMap[d.Stage].count += 1;
      stageMap[d.Stage].total += parseFloat(d.Amount) || 0;
    });
    const stageBreakdown = Object.entries(stageMap)
      .map(([stage, { count, total }]) =>
        `${stage}: ${count} deal${count !== 1 ? 's' : ''} ($${total.toLocaleString()})`
      )
      .join(' | ');

    // Top deal by amount
    const topDeal = [...closedToday].sort((a, b) => b.Amount - a.Amount)[0];
    const topDealText = topDeal
      ? `${topDeal.Deal_Name} — $${parseFloat(topDeal.Amount).toLocaleString()} (${topDeal.Owner?.name || 'Unknown'})`
      : 'No deals closed today';

    // Format date for display
    const digestDate = new Date().toLocaleDateString('en-US', {
      weekday: 'long',
      year: 'numeric',
      month: 'long',
      day: 'numeric',
    });

    return {
      hasData: true,
      digestDate,
      totalClosedRevenue: `$${totalClosedRevenue.toLocaleString()}`,
      closedDealCount: closedToday.length,
      newDealsOpened: newDeals.length,
      topDeal: topDealText,
      stageBreakdown,
      weightedPipeline: `$${Math.round(weightedPipeline).toLocaleString()}`,
    };
  },
});