Integrate the Salesforce API with the Cloze API

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

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Popular Ways to Connect Salesforce with Cloze#

Add Contact to Campaign with Salesforce API on Company Change (Instant) from Cloze API

Cloze + Salesforce

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Add Contact to Campaign with Salesforce API on Person Change (Instant) from Cloze API

Cloze + Salesforce

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Add Contact to Campaign with Salesforce API on Project Change (Instant) from Cloze API

Cloze + Salesforce

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Add Lead to Campaign with Salesforce API on Company Change (Instant) from Cloze API

Cloze + Salesforce

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Add Lead to Campaign with Salesforce API on Person Change (Instant) from Cloze API

Cloze + Salesforce

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Popular Salesforce and Cloze Triggers#

Company Change (Instant) from the Cloze API

Emit new event when significant changes regarding a company are detected. See the documentation.

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Person Change (Instant) from the Cloze API

Emit new event when significant changes happen to a person. See the documentation.

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Project Change (Instant) from the Cloze API

Emit new event when a significant change occurs in a project. See the documentation.

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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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Popular Salesforce and Cloze Actions#

Add Contact to Campaign with the Salesforce API

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

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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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Create Note with the Cloze API

Creates a note in Cloze. 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 Or Update Company with the Cloze API

Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. 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 Cloze#

The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.

Connect Cloze#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    cloze: {
      type: "app",
      app: "cloze",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.cloze.com/v1/profile`,
      headers: {
        Authorization: `Bearer ${this.cloze.$auth.oauth_access_token}`,
      },
    })
  },
})

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