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with Copper and Salesflare?
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Popular Ways to Connect Copper with Salesflare#
Popular Copper and Salesflare Triggers#
Emit new event when a new opportunity is created in Copper
Emit new event when a person object is newly created in Copper
Emit new events when new accounts are created. See the docs
Emit new events when new contacts are created. See the docs
Popular Copper and Salesflare Actions#
Relates an existing project with an existing CRM object. See the documentation
Creates a new person or updates an existing one based on email address. See the documentation
Creates a new project or updates an existing one based on the project name. See the documentation
Overview of Copper#
Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.
Connect Copper#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
copper: {
type: "app",
app: "copper",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.prosperworks.com/developer_api/v1/account`,
headers: {
"X-PW-AccessToken": `${this.copper.$auth.api_key}`,
"X-PW-Application": `developer_api`,
"X-PW-UserEmail": `${this.copper.$auth.email}`,
"Content-Type": `application/json`,
},
})
},
})
Overview of Salesflare#
The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.
Connect Salesflare#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesflare: {
type: "app",
app: "salesflare",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.salesflare.com/me`,
headers: {
Authorization: `Bearer ${this.salesflare.$auth.api_key}`,
},
})
},
})
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