Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the EspoCRM API
Setup the Salesforce API trigger to run a workflow which integrates with the EspoCRM API. Pipedream's integration platform allows you to integrate Salesforce and EspoCRM remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with EspoCRM#
Popular Salesforce and EspoCRM Triggers#
Emit new event upon the creation, update, deletion, or changes of any field in an entity type. See the documentation
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 EspoCRM Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
This component creates a new task in Espo CRM. 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 EspoCRM#
The EspoCRM API allows for robust interaction with your CRM data, enabling the automation of tasks, syncing data across platforms, and the enhancement of customer relationship management through customized workflows. By leveraging this API within Pipedream, you can design serverless workflows that react to CRM events, integrate with other services, and manipulate data to fit your business processes. Pipedream's no-code platform makes it straightforward to create, execute, and maintain these workflows, allowing you to focus on innovation rather than infrastructure.
Connect EspoCRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
espocrm: {
type: "app",
app: "espocrm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.espocrm.$auth.url}/api/v1/CurrencyRate`,
headers: {
"X-Api-Key": `${this.espocrm.$auth.api_key}`,
},
})
},
})
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