What do you want to automate
with Salesforce and OnePageCRM?
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Popular Ways to Connect Salesforce with OnePageCRM#
Popular Salesforce and OnePageCRM Triggers#
Emit new event when a case is updated. See the documentation
Emit new event each time a new contact is created in OnePageCRM.
Emit new event when a deal is successfully closed in the CRM.
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Popular Salesforce and OnePageCRM Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Deletes an existing contact from OnePageCRM. 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 OnePageCRM#
The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with 3,000+ other apps to streamline your sales process, enhance lead generation, and improve follow-ups.
Connect OnePageCRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
onepagecrm: {
type: "app",
app: "onepagecrm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.onepagecrm.com/api/v3/contacts.json`,
auth: {
username: `${this.onepagecrm.$auth.user_id}`,
password: `${this.onepagecrm.$auth.api_key}`,
},
})
},
})
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