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with CompanyHub and Salesforce?
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Popular Ways to Connect CompanyHub with Salesforce#
Popular CompanyHub and Salesforce Triggers#
Emit new event when a new company is created. See the documentation
Emit new event when a new deal is created. See the documentation
Emit new event when a new record is created in a specified custom table. 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 CompanyHub 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
Overview of CompanyHub#
The CompanyHub API offers a platform for seamless CRM automation, enabling you to streamline sales processes, manage customer interactions, and analyze data efficiently. With it, you can automate tasks like data entry, lead tracking, and follow-ups, saving time and eliminating manual errors. Pipedream's integration capabilities allow you to connect CompanyHub with other apps to create custom, automated workflows that trigger actions based on events, sync data across platforms, or generate real-time notifications.
Connect CompanyHub#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
companyhub: {
type: "app",
app: "companyhub",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.companyhub.com/v1/me`,
headers: {
"Authorization": `${this.companyhub.$auth.subdomain} ${this.companyhub.$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#
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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