Integrate the Nectar CRM API with the Salesforce API

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

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Popular Ways to Connect Nectar CRM with Salesforce#

Create Appointment with Nectar CRM API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Nectar CRM

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Create Appointment with Nectar CRM API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Nectar CRM

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Create Appointment with Nectar CRM API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Nectar CRM

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Create Appointment with Nectar CRM API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Nectar CRM

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Create Contact with Nectar CRM API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Nectar CRM

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Popular Nectar CRM and Salesforce Triggers#

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

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

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

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

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Popular Nectar CRM and Salesforce Actions#

Create Appointment with the Nectar CRM API

Created a new appointment. See docs here

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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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Create Contact with the Nectar CRM API

Created a new contact. See docs here

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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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Create Sale Opportunity with the Nectar CRM API

Created a sale opportunity. See docs here

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Overview of Nectar CRM#

The Nectar CRM API enables users to streamline customer relationship management by automating tasks and syncing data across various platforms. With this API on Pipedream, you can perform actions like updating contact details, managing deals, tracking customer interactions, and generating reports. These capabilities can be leveraged to create custom, automated workflows that save time and keep your sales processes efficient.

Connect Nectar CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    nectar_crm: {
      type: "app",
      app: "nectar_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.nectarcrm.com.br/crm/api/1/contatos/`,
      headers: {
        "Access-Token": `${this.nectar_crm.$auth.api_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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