Integrate the Close API with the Salesforce (REST API) API

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

Popular Ways to Connect Close with Salesforce (REST API)#

Add Contact to Campaign with Salesforce (REST API) API on New Custom Event from Close API

Close + Salesforce (REST API)

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Add Contact to Campaign with Salesforce (REST API) API on New Lead from Close API

Close + Salesforce (REST API)

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Add Contact to Campaign with Salesforce (REST API) API on New Lead Status Change from Close API

Close + Salesforce (REST API)

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Add Contact to Campaign with Salesforce (REST API) API on New Opportunity from Close API

Close + Salesforce (REST API)

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Add Lead to Campaign with Salesforce (REST API) API on New Custom Event from Close API

Close + Salesforce (REST API)

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Popular Close and Salesforce (REST API) Triggers#

New Custom Event from the Close API

Emit new event when configured type of events triggered, See all possibilities

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New Lead from the Close API

Emit new event when a new Lead is created

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New Lead Status Change from the Close API

Emit new event when a Lead status is changed

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New Opportunity from the Close API

Emit new event when a new Opportunity is created

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

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted

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Popular Close and Salesforce (REST API) Actions#

Create Lead with the Close API

Creates a lead, See the docs

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Add Contact to Campaign with the Salesforce (REST API) API

Adds an existing contact to an existing campaign. See Event SObject and Create Record

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Custom Action with the Close API

Makes an aribitrary call to Close API, See for all options.

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Add Lead to Campaign with the Salesforce (REST API) API

Adds an existing lead to an existing campaign. See Event SObject and Create Record

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Convert SOAP XML Object to JSON with the Salesforce (REST API) API

Converts a SOAP XML Object received from Salesforce to JSON

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Overview of Close#

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Connect Close#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    close: {
      type: "app",
      app: "close",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.close.com/api/v1/me/`,
      auth: {
        username: `${this.close.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

Overview of Salesforce (REST API)#

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 (REST API)#

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}`,
      },
    })
  },
})