Copper
CRM Software Solutions Company
Integrate the Copper API with the Salesforce API
Setup the Copper API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Copper and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Copper with Salesforce#
Popular Copper and Salesforce 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 event when a record of the selected object type is deleted. See the documentation
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.
Popular Copper and Salesforce Actions#
Relates an existing project with an existing CRM object. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Creates a new person or updates an existing one based on email address. See the documentation
Adds an existing lead to an existing campaign. 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 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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies