Integrate the Refiner API with the Salesforce API

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

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Popular Ways to Connect Refiner with Salesforce#

Add Contact to Campaign with Salesforce API on New Segment Entry from Refiner API

Refiner + Salesforce

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Add Contact to Campaign with Salesforce API on New Survey Completion from Refiner API

Refiner + Salesforce

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Add Lead to Campaign with Salesforce API on New Segment Entry from Refiner API

Refiner + Salesforce

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Add Lead to Campaign with Salesforce API on New Survey Completion from Refiner API

Refiner + Salesforce

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Convert SOAP XML Object to JSON with Salesforce API on New Segment Entry from Refiner API

Refiner + Salesforce

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Popular Refiner and Salesforce Triggers#

New Segment Entry from the Refiner API

Emit new event whenever a user enters a segment in Refiner. See the documentation

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New Survey Completion from the Refiner API

Emit new event whenever a user completes a survey in Refiner. See the documentation

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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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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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Popular Refiner and Salesforce Actions#

Identify User with the Refiner API

Identify a user with user ID or email. If the user does not exist, a new one will be created. 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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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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Track Event with the Refiner API

Tracks a user event in Refiner. See the documentation

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Connect Refiner#

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

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