Integrate the Salesforce API with the ClinchPad API

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

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Popular Ways to Connect Salesforce with ClinchPad#

Add Contact to Campaign with Salesforce (REST API) API on New Lead Created from ClinchPad API

ClinchPad + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Lead Created from ClinchPad API

ClinchPad + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Lead Created from ClinchPad API

ClinchPad + Salesforce

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Create Account with Salesforce (REST API) API on New Lead Created from ClinchPad API

ClinchPad + Salesforce

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Create Attachment with Salesforce (REST API) API on New Lead Created from ClinchPad API

ClinchPad + Salesforce

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Popular Salesforce and ClinchPad Triggers#

New Lead Created from the ClinchPad API

Emit new event for each new created lead.

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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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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Salesforce and ClinchPad Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Create Lead with the ClinchPad API

Creates a lead. See docs here (Go to Create a lead)

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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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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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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 ClinchPad#

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Connect ClinchPad#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clinchpad: {
      type: "app",
      app: "clinchpad",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.clinchpad.com/api/v1/users`,
      auth: {
        username: `api-key`,
        password: `${this.clinchpad.$auth.api_key}`,
      },
    })
  },
})

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