Inside Sales Software CRM with Calling & Emailing
Emit new event when configured type of events triggered, See all possibilities
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
close: {
type: "app",
app: "close",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.close.com/api/v1/me/`,
auth: {
username: `${this.close.$auth.api_key}`,
password: ``,
},
})
},
})
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})