What do you want to automate
with Attio and Salesforce?
Prompt, edit and deploy AI agents that connect to Attio, Salesforce and 2,500+ other apps in seconds.
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Popular Ways to Connect Attio with Salesforce#
Popular Attio and Salesforce Triggers#
Emit new event when a list entry is deleted (i.e. when a record is removed from a list).
Emit new event when an existing list entry is updated (i.e. when a list attribute is changed for a specific list entry, e.g. when setting "Owner")
Emit new event when a note, task, or comment is created, useful for tracking engagement in real time.
Emit new event when a record, such as person, company, or deal, is added to a list
Popular Attio and Salesforce Actions#
Creates a new note for a given record. The note will be linked to the specified record. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Creates or updates a specific record such as a person or a deal. If the record already exists, it's updated. Otherwise, a new record is created. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Connect Attio#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
attio: {
type: "app",
app: "attio",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.attio.com/v2/self`,
headers: {
Authorization: `Bearer ${this.attio.$auth.oauth_access_token}`,
},
})
},
})
Overview of Salesforce#
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.
Connect Salesforce#
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}`,
},
})
},
})
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