What do you want to automate
with Sales Simplify and Salesforce?
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Popular Sales Simplify 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
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Sales Simplify 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 Sales Simplify#
The Sales Simplify API, integrated within Pipedream's ecosystem, is a powerhouse for automating sales and customer relationship tasks. Utilize this API to streamline lead management, automate follow-ups, and track customer interactions systematically. With Pipedream, you can effortlessly create serverless workflows that link Sales Simplify with various other apps, providing a cohesive and efficient automation system. Harness the capability to trigger events based on new leads, update customer records in real-time, and generate data-driven insights that keep your sales pipeline flowing smoothly.
Connect Sales Simplify#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
sales_simplify: {
type: "app",
app: "sales_simplify",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.salessimplify.com/api/v1/lead`,
headers: {
Authorization: `Bearer ${this.sales_simplify.$auth.api_key}`,
},
params: {
pageNo: `1`,
limit: `10`,
},
})
},
})
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