Integrate the InsertChat API with the Salesforce API

Setup the InsertChat API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate InsertChat and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect InsertChat with Salesforce#

Add Contact to Campaign with Salesforce API on New AI Chatbot from InsertChat API

InsertChat + Salesforce

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Add Contact to Campaign with Salesforce API on New Chat Session from InsertChat API

InsertChat + Salesforce

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Add Contact to Campaign with Salesforce API on New Lead Created from InsertChat API

InsertChat + Salesforce

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Add Lead to Campaign with Salesforce API on New AI Chatbot from InsertChat API

InsertChat + Salesforce

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Add Lead to Campaign with Salesforce API on New Chat Session from InsertChat API

InsertChat + Salesforce

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Popular InsertChat and Salesforce Triggers#

New AI Chatbot from the InsertChat API

Emit new event when a new AI chatbot is created.

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New Chat Session from the InsertChat API

Emit new event when a new chat session is initiated.

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New Lead Created from the InsertChat API

Emit new event when a new lead is created.

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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Popular InsertChat and Salesforce Actions#

Create Lead with the InsertChat API

Creates a new lead within Insertchat. See the documentation

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Delete Lead with the InsertChat API

Deletes an existing lead from InsertChat. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Connect InsertChat#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    insertchat: {
      type: "app",
      app: "insertchat",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.insertchat.com/v1/${this.insertchat.$auth.app_uid}/accounts`,
      headers: {
        Authorization: `Bearer ${this.insertchat.$auth.oauth_access_token}`,
      },
    })
  },
})

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}`,
      },
    })
  },
})

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