Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Reply.io API
Setup the Salesforce API trigger to run a workflow which integrates with the Reply.io API. Pipedream's integration platform allows you to integrate Salesforce and Reply.io remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Reply.io#
Popular Salesforce and Reply.io Triggers#
Emit new event when a new contact is added. See the docs here
Emit new event when a person opts out. See the docs here
Emit new event when a person opens your email. See the docs here
Emit new event when a prospect replies to an email. See the docs here
Emit new event when a new email is sent (first step or follow-up). See the docs here
Popular Salesforce and Reply.io Actions#
Adds an existing contact to an existing campaign. See the documentation
Create a new contact or update if they already exist. See the docs here
Adds an existing lead to an existing campaign. See the documentation
Create a new contact, or update if they already exist, and push contact to the selected campaign. 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 Reply.io#
The Reply.io API on Pipedream allows users to automate their sales engagement and follow-up processes efficiently. Leveraging this API, you can streamline communication by triggering personalized emails, managing contacts, and analyzing the performance of sales campaigns. Using Pipedream's serverless platform, you can create workflows that perform actions in Reply.io in response to events from other apps, schedule tasks, and process data in real-time.
Connect Reply.io#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
reply_io: {
type: "app",
app: "reply_io",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.reply.io/v1/people`,
headers: {
"X-Api-Key": `${this.reply_io.$auth.api_key}`,
},
})
},
})
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