Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Microsoft 365 People API
Setup the Salesforce API trigger to run a workflow which integrates with the Microsoft 365 People API. Pipedream's integration platform allows you to integrate Salesforce and Microsoft 365 People remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Microsoft 365 People#
Popular Salesforce and Microsoft 365 People Triggers#
Emit new event when a new contact is created in a folder.
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 Microsoft 365 People Actions#
Adds an existing contact to an existing campaign. See the documentation
Create a new contact in Microsoft 365 People. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Create a new contact folder in Microsoft 365 People. 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 Microsoft 365 People#
The Microsoft 365 People API lets you tap into your organization's contact data, providing access to people's info within your Microsoft 365 domain. With this API, you can search for users and contacts, discover relationships, and construct rich profiles that include contact information, organizational hierarchies, and photo URLs. On Pipedream, you can harness this API to automate contact management tasks, enhance CRM data, or trigger actions based on changes in your organization's personnel.
Connect Microsoft 365 People#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_365_people: {
type: "app",
app: "microsoft_365_people",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.microsoft_365_people.$auth.oauth_access_token}`,
},
})
},
})
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