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with Customer Fields and Pipeline?
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Popular Ways to Connect Customer Fields with Pipeline#
Popular Customer Fields and Pipeline Triggers#
Trigger when a new customer is added to the database. See the documentation
Trigger when a profile of a customer has been updated or changed. See the documentation
Emit new event when a new company is created in your Pipeline account.
Emit new event when a new deal is created in your Pipeline account.
Emit new event when a new person is created in your Pipeline account.
Popular Customer Fields and Pipeline Actions#
Create a new customer with detailed attributes using the provided data. See the documentation
Creates a new activity associated with an existing person, company, or deal. See the docs here
Creates a new company in your Pipeline account. See the docs here
Update an existing customer's information with new provided data. See the documentation
Overview of Customer Fields#
The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.
Connect Customer Fields#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
customer_fields: {
type: "app",
app: "customer_fields",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.customerfields.com/api/v2/shop.json`,
headers: {
Authorization: `Bearer ${this.customer_fields.$auth.oauth_access_token}`,
"accept": `application/json`,
"content-type": `application/json`,
},
})
},
})
Overview of Pipeline#
The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.
Connect Pipeline#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipeline: {
type: "app",
app: "pipeline",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pipelinecrm.com/api/v3/admin/users`,
params: {
api_key: `${this.pipeline.$auth.api_key}`,
},
})
},
})
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