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with Salesforce and Ortto ?
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Popular Ways to Connect Salesforce with Ortto #
Popular Salesforce and Ortto Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when a contact is created in your Ortto account.
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 Ortto Actions#
Adds an existing contact to an existing campaign. See the documentation
Creates a unique activity for a person. Can optionally initialize a new record beforehand. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Create or update a preexisting person in the Ortto account. 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 Ortto #
The Ortto API unleashes the power to streamline customer relationship management by automating personalized customer journeys, tracking user actions, and integrating with a variety of services to enhance marketing and sales strategies. With Ortto on Pipedream, you can create intricate workflows that respond dynamically to customer interactions, update CRM records, send targeted communications, and much more, building a rich, automated system that nurtures leads and cultivates customer loyalty.
Connect Ortto #
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
ortto: {
type: "app",
app: "ortto",
}
},
async run({steps, $}) {
const data = {
"fields": ["str::email", "str::first", "str::last"]
}
return await axios($, {
method: "post",
url: `https://${this.ortto.$auth.region}/v1/person/get`,
headers: {
"X-Api-Key": `${this.ortto.$auth.api_key}`,
"Content-Type": `application/json`,
},
data,
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies