Attio
Customer relationship magic. Powerful, flexible and data-driven, Attio makes it easy to build the exact CRM your business needs.
Integrate the Attio API with the Salesforce API
Setup the Attio API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Attio and Salesforce remarkably fast. Free for developers.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Attio with Salesforce#
Popular Attio and Salesforce Triggers#
Emit new event when a record, such as person, company, or deal, is added to a list
Emit new event when new record, such as person, company or deal gets created
Emit new event when values on a record, such as person, company or deal, are updated
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
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
Deletes an existing entry from a specific list. 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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies