Integrate the Cloudpresenter API with the Salesforce API

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

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Popular Ways to Connect Cloudpresenter with Salesforce#

Add Contact to Campaign with Salesforce API on New Contact Created from Cloudpresenter API

Cloudpresenter + Salesforce

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Add Lead to Campaign with Salesforce API on New Contact Created from Cloudpresenter API

Cloudpresenter + Salesforce

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Convert SOAP XML Object to JSON with Salesforce API on New Contact Created from Cloudpresenter API

Cloudpresenter + Salesforce

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Create Account with Salesforce API on New Contact Created from Cloudpresenter API

Cloudpresenter + Salesforce

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Create Attachment with Salesforce API on New Contact Created from Cloudpresenter API

Cloudpresenter + Salesforce

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Popular Cloudpresenter and Salesforce Triggers#

New Contact Created from the Cloudpresenter API

Emit new event when a user adds a new contact in Cloudpresenter.

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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 Outbound Message (Instant) from the Salesforce API

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

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

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

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

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

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Popular Cloudpresenter and Salesforce Actions#

Create Contact with the Cloudpresenter API

Creates a new contact within the Cloudpresenter application. 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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Add Lead to Campaign with the Salesforce API

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

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Update Contact with the Cloudpresenter API

Updates an existing contact within the Cloudpresenter application. 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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Connect Cloudpresenter#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    cloudpresenter: {
      type: "app",
      app: "cloudpresenter",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api2.cloudpresenter.com/v1/contacts`,
      headers: {
        Authorization: `Bearer ${this.cloudpresenter.$auth.oauth_access_token}`,
        "origin": `${this.cloudpresenter.$auth.api_base_url}`,
        "workspace": `${this.cloudpresenter.$auth.workspace_id}`,
      },
    })
  },
})

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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