Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Customer.io API
Setup the Salesforce API trigger to run a workflow which integrates with the Customer.io API. Pipedream's integration platform allows you to integrate Salesforce and Customer.io remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Customer.io#
Popular Salesforce and Customer.io 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 Customer.io Actions#
Adds an existing contact to an existing campaign. See the documentation
Add people to a manual segment by ID. You are limited to 1000 customer IDs per request. See the docs here
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 Customer.io#
Customer.io is a versatile automation tool that allows you to harness the power of email, SMS, and push notifications to create personalized customer experiences. With its comprehensive API, Customer.io enables you to track customer interactions, segment audiences, and trigger targeted communications based on user behavior and data. By leveraging Pipedream, you can easily connect Customer.io to various other services and APIs to automate complex workflows, synthesize data, and respond to events in real-time.
Connect Customer.io#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
customer_io: {
type: "app",
app: "customer_io",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://track.customer.io/api/v1/accounts/region`,
auth: {
username: `${this.customer_io.$auth.site_id}`,
password: `${this.customer_io.$auth.api_key}`,
},
})
},
})
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