What do you want to automate
with Salesforce and HelloLeads?
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Popular Ways to Connect Salesforce with HelloLeads#
Popular Salesforce and HelloLeads Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Popular Salesforce and HelloLeads Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds a new lead into the HelloLeads system. 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 HelloLeads#
The HelloLeads API integrates with Pipedream to automate your lead management processes. By leveraging this API on Pipedream, you can streamline contact syncing, lead tracking, and perform actions based on lead status changes. With serverless workflows, you can connect HelloLeads with various apps like CRMs, communication platforms, or data analysis tools to enhance lead engagement, follow-up efficiency, and data-driven decision-making.
Connect HelloLeads#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
helloleads: {
type: "app",
app: "helloleads",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.helloleads.io/index.php/private/api/leads`,
headers: {
"hls-key": `token=${this.helloleads.$auth.api_key}`,
"Xemail": `${this.helloleads.$auth.email}`,
"Content-Type": `application/json`,
},
})
},
})
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