Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the HelpCrunch API
Setup the Salesforce API trigger to run a workflow which integrates with the HelpCrunch API. Pipedream's integration platform allows you to integrate Salesforce and HelpCrunch remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with HelpCrunch #
Popular Salesforce and HelpCrunch Triggers#
Emit new event when the status of a chat is updated. See the documentation
Emit new event when a new customer is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Popular Salesforce and HelpCrunch Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Creates a new customer record within the Helpcrunch platform. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Search for an existing customer within Helpcrunch platform, if no match is found it creates a new customer record. See the documentation
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 HelpCrunch #
The HelpCrunch API provides a platform for customer communication, enabling automation of messaging, data synchronization, and customer support activities. It allows you to create and update users, send messages, and manage conversations directly through API calls. Integrating HelpCrunch with Pipedream lets you connect these capabilities to hundreds of other apps, streamlining workflows that can respond dynamically to customer interactions, sync data across platforms, or trigger communications based on specific events.
Connect HelpCrunch #
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
helpcrunch: {
type: "app",
app: "helpcrunch",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.helpcrunch.com/v1/organization`,
headers: {
Authorization: `Bearer ${this.helpcrunch.$auth.api_key}`,
},
})
},
})
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