What do you want to automate
with CiviCRM and Salesforce?
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Popular CiviCRM and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular CiviCRM and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
Overview of CiviCRM#
The CiviCRM API allows interaction with the CiviCRM ecosystem, enabling you to manage contacts, contributions, events, memberships, and more directly via Pipedream. With Pipedream's serverless platform, you can create workflows that automate tasks, sync data across apps, and respond to webhooks. Using Pipedream, you can harness the CiviCRM API to craft custom integrations that trigger actions within CiviCRM or sync data with other tools, without managing infrastructure.
Connect CiviCRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
civicrm: {
type: "app",
app: "civicrm",
}
},
async run({steps, $}) {
const base64 = Buffer.from(this.civicrm.$auth.username+":"+this.civicrm.$auth.password).toString('base64');
return await axios($, {
method: "POST",
url: `https://${this.civicrm.$auth.url}/civicrm/ajax/api4/Contact/get`,
headers: {
"X-Civi-Auth": `Basic ${base64}`,
},
})
},
})
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