Integrate the Convolo.ai API with the Salesforce API

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

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Popular Ways to Connect Convolo.ai with Salesforce#

Create Call with Convolo.ai API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Convolo.ai

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Create Call with Convolo.ai API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Convolo.ai

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Create Call with Convolo.ai API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Convolo.ai

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Create Call with Convolo.ai API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Convolo.ai

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Create Call with Convolo.ai API on New Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Convolo.ai

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Popular Convolo.ai and Salesforce Triggers#

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 Deleted Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.

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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 Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

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Popular Convolo.ai and Salesforce Actions#

Create Call with the Convolo.ai API

Initiates a phone call to a lead and establishes the connection with the first available agent. 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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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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Overview of Convolo.ai#

The Convolo.ai API enables automation of lead capturing and conversation management. With this API, you can programmatically access and manipulate your Convolo leads, manage call schedules, and track conversation outcomes. Integrating Convolo.ai with Pipedream allows you to connect your lead management process with other apps and services to create a seamless workflow, enhancing your ability to respond quickly to potential customers and organize your sales funnel efficiently.

Connect Convolo.ai#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    convolo_ai: {
      type: "app",
      app: "convolo_ai",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.convolo.ai/rest/v1/ext/add_call_api/ `,
      params: {
        widget_key: `${this.convolo_ai.$auth.widget_key}`,
        api_key: `${this.convolo_ai.$auth.api_key}`,
        lc_number: `+14083726197`,
      },
    })
  },
})

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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