Salesforce
Web services API for interacting with Salesforce
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#
Popular Salesforce and ClinchPad Triggers#
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce.
Emit new event when a record of the selected object type is created. See the documentation
Popular Salesforce and ClinchPad 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
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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