Integrate the Overloop API with the Salesforce API

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

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Popular Ways to Connect Overloop with Salesforce#

Add Contact to Campaign with Overloop API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Overloop

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Add Contact to Campaign with Overloop API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Overloop

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Add Contact to Campaign with Overloop API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Overloop

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Add Contact to Campaign with Overloop API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Overloop

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Add Contact to Campaign with Salesforce (REST API) API on New Campaign Created from Overloop API

Overloop + Salesforce

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Popular Overloop and Salesforce Triggers#

New Campaign Created from the Overloop API

Emit new event each time a campaign is created. See the docs

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New Contact Created from the Overloop API

Emit new event each time a contact is created. See the docs

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New Contact Replied from the Overloop API

Emit new event each time a contact replies to an email or LinkedIn message. See the docs

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New Deal Created from the Overloop API

Emit new event each time a deal is created. See the docs

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New Deal Lost from the Overloop API

Emit new event each time a deal is lost. See the docs

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Popular Overloop and Salesforce Actions#

Add Contact to Campaign with the Overloop API

Adds a contact to a campaign. See the docs

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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 Overloop API

Creates a new contact. See the docs

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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 Deal with the Overloop API

Creates a new deal. See the docs

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Overview of Overloop#

The Overloop API is a powerhouse for sales automation, enabling users to streamline their sales pipeline by automating repetitive tasks, syncing data across platforms, and enhancing lead management. With Pipedream, you can leverage Overloop's capabilities to create detailed, event-driven workflows that respond in real-time to changes in your sales environment. This integration can help maintain a healthy sales funnel, ensure timely follow-ups, and personalize communication at scale.

Connect Overloop#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    overloop: {
      type: "app",
      app: "overloop",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.overloop.com/public/v1/organizations`,
      headers: {
        "Authorization": `${this.overloop.$auth.api_key}`,
        "Content-Type": `application/vnd.api+json; charset=utf-8`,
      },
    })
  },
})

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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