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.

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Popular Ways to Connect Attio with Salesforce#

Add Contact to Campaign with Salesforce API on List Entry Deleted (Instant) from Attio API

Attio + Salesforce

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Add Contact to Campaign with Salesforce API on List Entry Updated (Instant) from Attio API

Attio + Salesforce

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Add Contact to Campaign with Salesforce API on New List Entry (Instant) from Attio API

Attio + Salesforce

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Add Contact to Campaign with Salesforce API on New Note (Instant) from Attio API

Attio + Salesforce

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Add Contact to Campaign with Salesforce API on New Object Attribute (Instant) from Attio API

Attio + Salesforce

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Popular Attio and Salesforce Triggers#

List Entry Deleted (Instant) from the Attio API

Emit new event when a list entry is deleted (i.e. when a record is removed from a list).

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List Entry Updated (Instant) from the Attio API

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")

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New List Entry (Instant) from the Attio API

Emit new event when a record, such as person, company, or deal, is added to a list

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New Note (Instant) from the Attio API

Emit new event when a new note is created.

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New Object Attribute (Instant) from the Attio API

Emit new event when an object attribute is created (e.g. when defining a new attribute "Rating" on the company object)

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Popular Attio and Salesforce Actions#

Create Note with the Attio API

Creates a new note for a given record. The note will be linked to the specified record. See the documentation

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Create or Update Record with the Attio API

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

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Delete List Entry with the Attio API

Deletes an existing entry from a specific list. See the documentation

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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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