Clientify

Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users.

Integrate the Clientify API with the Salesforce API

Setup the Clientify API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Clientify and Salesforce remarkably fast. Free for developers.

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Add Contact to Campaign with Salesforce (REST API) API on New Contact Created from Clientify API
Clientify + Salesforce
 
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Add Contact to Campaign with Salesforce (REST API) API on New Task Completed from Clientify API
Clientify + Salesforce
 
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Add Lead to Campaign with Salesforce (REST API) API on New Contact Created from Clientify API
Clientify + Salesforce
 
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Add Lead to Campaign with Salesforce (REST API) API on New Task Completed from Clientify API
Clientify + Salesforce
 
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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Contact Created from Clientify API
Clientify + Salesforce
 
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New Contact Created from the Clientify API

Emit new event when a new contact is created.

 
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New Task Completed from the Clientify API

Emit new event when a task is completed.

 
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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

 
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New Deleted Record (of Selectable Type) from the Salesforce API

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.

 
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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

 
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Create Contact with the Clientify API

Create a new contact. 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 Task with the Clientify API

Add a new task. 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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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

 
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Overview of Clientify

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Connect Clientify

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clientify: {
      type: "app",
      app: "clientify",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.clientify.net/v1/users/`,
      headers: {
        "Authorization": `Token ${this.clientify.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

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

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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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo