Cloze
Cloze automatically keeps track of your email, phone calls, text messages, meetings, documents, Evernote, LinkedIn, Facebook, and Twitter.
Integrate the Cloze API with the Salesforce API
Setup the Cloze API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Cloze and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Cloze with Salesforce#
Popular Cloze and Salesforce Triggers#
Emit new event when significant changes regarding a company are detected. See the documentation.
Emit new event when significant changes happen to a person. See the documentation.
Emit new event when a significant change occurs in a project. See the documentation.
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Popular Cloze 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
Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. See the documentation.
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Cloze#
The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.
Connect Cloze#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
cloze: {
type: "app",
app: "cloze",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.cloze.com/v1/profile`,
headers: {
Authorization: `Bearer ${this.cloze.$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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