Pipeline
Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.
Integrate the Pipeline API with the Salesforce API
Setup the Pipeline API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Pipeline and Salesforce remarkably fast. Free for developers.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Pipeline with Salesforce#
Popular Pipeline and Salesforce Triggers#
Emit new event when a new company is created in your Pipeline account.
Emit new event when a new deal is created in your Pipeline account.
Emit new event when a new person is created in your Pipeline account.
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Popular Pipeline and Salesforce Actions#
Creates a new activity associated with an existing person, company, or deal. See the docs here
Adds an existing contact to an existing campaign. See the documentation
Creates a new company in your Pipeline account. See the docs here
Adds an existing lead to an existing campaign. See the documentation
Overview of Pipeline#
The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.
Connect Pipeline#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipeline: {
type: "app",
app: "pipeline",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pipelinecrm.com/api/v3/admin/users`,
params: {
api_key: `${this.pipeline.$auth.api_key}`,
},
})
},
})
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