Integrate the Connecteam API with the Salesforce API

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

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Popular Ways to Connect Connecteam with Salesforce#

Add Contact to Campaign with Salesforce API on New Form Submission from Connecteam API

Connecteam + Salesforce

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Add Contact to Campaign with Salesforce API on New Shift Schedule from Connecteam API

Connecteam + Salesforce

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Add Contact to Campaign with Salesforce API on New User Added from Connecteam API

Connecteam + Salesforce

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Add Lead to Campaign with Salesforce API on New Form Submission from Connecteam API

Connecteam + Salesforce

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Add Lead to Campaign with Salesforce API on New Shift Schedule from Connecteam API

Connecteam + Salesforce

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Popular Connecteam and Salesforce Triggers#

New Form Submission from the Connecteam API

Emit new event when a new form submission is created.

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New Shift Schedule from the Connecteam API

Emit new event when new shifts are created.

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New User Added from the Connecteam API

Emit new event when a new user is added.

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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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Popular Connecteam and Salesforce Actions#

Create Shift with the Connecteam API

Creates a new shift in the scheduler. 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 User with the Connecteam API

Creates a new user profile in Connecteam. 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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Delete Shift with the Connecteam API

Removes a specific shift based on shift ID. See the documentation

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Connect Connecteam#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    connecteam: {
      type: "app",
      app: "connecteam",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.connecteam.com/me`,
      headers: {
        "X-API-KEY": `${this.connecteam.$auth.api_key}`,
        "accept": `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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