Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Pipeline API
Setup the Salesforce API trigger to run a workflow which integrates with the Pipeline API. Pipedream's integration platform allows you to integrate Salesforce and Pipeline remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Pipeline#
Popular Salesforce and Pipeline Triggers#
Emit new event when a new company is created in your Pipeline account.
Emit new event when a new deal is created in your Pipeline account.
Emit new event when a new person is created in your Pipeline account.
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 Pipeline Actions#
Adds an existing contact to an existing campaign. See the documentation
Creates a new activity associated with an existing person, company, or deal. See the docs here
Adds an existing lead to an existing campaign. See the documentation
Creates a new company in your Pipeline account. See the docs here
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 Pipeline#
The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.
Connect Pipeline#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipeline: {
type: "app",
app: "pipeline",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pipelinecrm.com/api/v3/admin/users`,
params: {
api_key: `${this.pipeline.$auth.api_key}`,
},
})
},
})
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