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with Phrase and Salesforce?
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Popular Ways to Connect Phrase with Salesforce#
Popular Phrase 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
Popular Phrase 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
Converts a SOAP XML Object received from Salesforce to JSON
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
Overview of Phrase#
The Phrase API provides a suite of tools for CRM (Customer Relationship Management) to manage and nurture customer interactions and data throughout the customer lifecycle. Using Pipedream, developers can create automated workflows that tap into the power of the Phrase API to streamline communication, manage leads, and enhance customer relationships. With Pipedream's no-code platform, these workflows can trigger on events, process data, and connect to hundreds of other services for a wide array of use cases.
Connect Phrase#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
phrase: {
type: "app",
app: "phrase",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.phrase.com/v2/projects`,
headers: {
"Authorization": `token ${this.phrase.$auth.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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