Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Agile CRM API
Setup the Salesforce API trigger to run a workflow which integrates with the Agile CRM API. Pipedream's integration platform allows you to integrate Salesforce and Agile CRM remarkably fast. Free for developers.
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Popular Salesforce and Agile CRM Triggers#
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 Salesforce and Agile CRM Actions#
Adds an existing contact to an existing campaign. See the documentation
Used to change the score of a contact. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Adds a tag or tags to an existing contact. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
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}`,
},
})
},
})
Overview of Agile CRM#
The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.
Connect Agile CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
agile_crm: {
type: "app",
app: "agile_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.agile_crm.$auth.domain}.agilecrm.com/dev/api/contacts`,
auth: {
username: `${this.agile_crm.$auth.username}`,
password: `${this.agile_crm.$auth.api_key}`,
},
})
},
})
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