What do you want to automate
with Gist and Salesforce?
Prompt, edit and deploy AI agents that connect to Gist, Salesforce and 2,800+ other apps in seconds.
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Popular Ways to Connect Gist with Salesforce#
Popular Gist 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
Popular Gist and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Overview of Gist#
The Gist API empowers you to automate interactions with your Gist CRM platform, efficiently managing contacts, tags, and conversations. Tapping into this potential with Pipedream allows you to build seamless automation workflows that sync data between Gist and other services, trigger actions based on customer behavior, and keep your sales and support teams aligned with real-time information.
Connect Gist#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
gist: {
type: "app",
app: "gist",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.getgist.com/teammates`,
headers: {
Authorization: `Bearer ${this.gist.$auth.oauth_access_token}`,
"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