What do you want to automate
with Freshsales and Salesforce?
Prompt, edit and deploy AI agents that connect to Freshsales, Salesforce and 2,500+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Freshsales with Salesforce#
Popular Freshsales and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Freshsales and Salesforce Actions#
Create a new contact in your Freshsales account. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Create a new deal in your Freshsales account. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Fetch all contacts from your Freshsales account. See the documentation
Overview of Freshsales#
The Freshsales API offers a suite of functionalities to enhance your CRM experience by automating sales processes, syncing customer data, and integrating with other business applications. By leveraging Pipedream's serverless platform, you can create custom automations that trigger actions within Freshsales or in other apps, based on events in Freshsales. This opens up possibilities for sales teams to streamline lead management, enhance customer engagement, and analyze sales performance.
Connect Freshsales#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
freshsales: {
type: "app",
app: "freshsales",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.freshsales.$auth.bundle_alias}/api/tasks?filter=open&include=owner`,
headers: {
"Content-Type": `application/json`,
"Authorization": `Token token=${this.freshsales.$auth.api_key}`,
},
})
},
})
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