What do you want to automate
with Salesforce and CleverReach?
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Popular Ways to Connect Salesforce with CleverReach#
Popular Salesforce and CleverReach Triggers#
Emit new event when a new subscriber is added to a selected group. See the documentation
Emit new event when a case is updated. See the documentation
Emit new event when a receiver unsubscribes. 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
Popular Salesforce and CleverReach Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds a new subscriber to a mailing list. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Updates the information of an existing subscriber. See the documentation
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 CleverReach#
The CleverReach API lets you automate email marketing operations and integrate with your data sources for personalized campaigns. On Pipedream, use this API to craft and manage subscriber lists, send targeted emails, and track campaign performance. With an event-driven platform like Pipedream, you can trigger workflows from numerous sources, manipulate data, and connect CleverReach to other apps to automate complex tasks.
Connect CleverReach#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
cleverreach: {
type: "app",
app: "cleverreach",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://rest.cleverreach.com/v3/groups.json`,
headers: {
Authorization: `Bearer ${this.cleverreach.$auth.oauth_access_token}`,
},
})
},
})
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