What do you want to automate
with Salesforce and Lob?
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Popular Ways to Connect Salesforce with Lob#
Popular Salesforce and Lob 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
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Salesforce and Lob Actions#
Adds an existing contact to an existing campaign. See the documentation
Completely removes a postcard from production. This can only be done if the postcard has a send_date and the send_date has not yet passed. See docs here
Adds an existing lead to an existing campaign. 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 Lob#
The Lob API provides a suite of automation capabilities focused on direct mail, address verification, and print management. With Lob, you can automate the sending of physical mail programmatically, verify addresses to ensure deliverability, and manage printing logistics for marketing campaigns or operational needs. It's a powerful tool for bridging the digital and physical mailing worlds, particularly useful for marketing, billing, and compliance communications.
Connect Lob#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
lob: {
type: "app",
app: "lob",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.lob.com/v1/addresses`,
auth: {
username: this.lob.$auth.secret_api_key,
password: ''
},
})
},
})
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