Add Lead to Campaign with Salesforce API on New Work Created (Instant) from DevRev API

Pipedream makes it easy to connect APIs for Salesforce, DevRev and 2,400+ other apps remarkably fast.

Trigger workflow on

New Work Created (Instant) from the DevRev API

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Add Lead to Campaign with the Salesforce API

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Getting Started#

This integration creates a workflow with a DevRev trigger and Salesforce action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Work Created (Instant) trigger
1. Connect your DevRev account
Configure the Add Lead to Campaign action
1. Connect your Salesforce account
2. Select a Campaign ID
3. Select a Lead ID
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Work Created (Instant) on DevRev

Description:Emit new event when a new work item is created in DevRev.

Version:0.0.2

Key:devrev-new-work-created

View on GitHub

DevRev Overview#

The DevRev API bridges the gap between developers and customers, enabling teams to interact with customer data, handle support issues, and integrate with various development workflows. Within Pipedream, you can wield this API to automate tasks like syncing customer feedback with your issue trackers, updating CRM records, or triggering custom notifications based on customer interactions.

Trigger Code#

import common from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "devrev-new-work-created",
  name: "New Work Created (Instant)",
  description: "Emit new event when a new work item is created in DevRev.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEventTypes() {
      return [
        "work_created",
      ];
    },
    getItem(body) {
      return body.work_created.work;
    },
    generateMeta(work) {
      return {
        id: work.id,
        summary: work.title,
        ts: Date.parse(work.created_date),
      };
    },
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
DevRev	`devrev`	`app`	This component uses the DevRev app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

DevRev uses API keys for authentication. When you connect your DevRev account, Pipedream securely stores the keys so you can easily authenticate to DevRev APIs in both code and no-code steps.

Generate a Personal Access Token (PAT)

In the DevRev app, go to the relevant dev org.
Go to Settings > Account > Personal Access Token.
Click New token and follow the workflow to create your PAT.

As the token value is not retrievable later, we recommend using descriptive names for PATs as it can help you differentiate between multiple PATs.

Copy the PAT and store it securely. Once you go to another page, you cannot retrieve this PAT again.

About DevRev#

DevRev is a platform for managing developer-customer relationships that allow developers to build, support, and grow their businesses.

Action#

Add Lead to Campaign on Salesforce

Description:Adds an existing lead to an existing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)

Version:0.1.0

Key:salesforce_rest_api-add-lead-to-campaign

View on GitHub

Salesforce Overview#

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.

Action Code#

import salesforce from "../../salesforce_rest_api.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "salesforce_rest_api-add-lead-to-campaign",
  name: "Add Lead to Campaign",
  description: "Adds an existing lead to an existing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)",
  version: "0.1.0",
  type: "action",
  props: {
    salesforce,
    campaignId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Campaign",
          nameField: "Name",
        }),
      ],
      label: "Campaign ID",
      description: "The Campaign to add a Lead to.",
    },
    leadId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Lead",
          nameField: "Name",
        }),
      ],
      label: "Lead ID",
      description: "The Lead to add to the selected Campaign.",
    },
  },
  async run({ $ }) {
    const {
      salesforce, campaignId, leadId,
    } = this;
    const response = await salesforce.createObject({
      $,
      objectType: constants.OBJECT_TYPE.CAMPAIGN_MEMBER,
      data: {
        CampaignId: campaignId,
        LeadId: leadId,
      },
    });
    $.export("$summary", `Successfully added lead (ID: ${leadId}) to campaign (ID: ${campaignId})`);
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
Campaign ID	`campaignId`	`string`	Select a value from the drop down menu.
Lead ID	`leadId`	`string`	Select a value from the drop down menu.

Action Authentication#

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce API.

Pipedream requests the following authorization scopes when you connect your account:

About Salesforce#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce + DevRev#

Other Popular Integrations#

Create Opportunity with DevRev API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + DevRev

Add Lead to Campaign with Salesforce API on New Work Created (Instant) from DevRev API

Pipedream makes it easy to connect APIs for Salesforce, DevRev and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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