Integrate the Salesforce API with the Salesmate API

Setup the Salesforce API trigger to run a workflow which integrates with the Salesmate API. Pipedream's integration platform allows you to integrate Salesforce and Salesmate remarkably fast. Free for developers.

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Popular Ways to Connect Salesforce with Salesmate#

Add Contact to Campaign with Salesforce (REST API) API on New Contact from Salesmate API

Salesmate + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Deal from Salesmate API

Salesmate + Salesforce

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Add Contact with Salesmate API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Salesmate

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Add Contact with Salesmate API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Salesmate

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Add Contact with Salesmate API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Salesmate

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Popular Salesforce and Salesmate Triggers#

New Contact from the Salesmate API

Emit new event when a new contact is created.

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New Deal from the Salesmate API

Emit new event when a new deal is created.

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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Popular Salesforce and Salesmate Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Add Contact with the Salesmate API

This API is used to add a contact. See docs here

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Add Deal with the Salesmate API

This API is used to add a deal. See docs here

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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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 Salesmate#

The Salesmate API enables automation of CRM-related tasks within the Salesmate platform. By leveraging this API on Pipedream, you can craft serverless workflows that interact with Salesmate data, such as contacts, deals, and activities. This allows for seamless integration of Salesmate with other services to enhance sales processes, enable real-time data updates, and trigger custom actions based on specific events within your CRM.

Connect Salesmate#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesmate: {
      type: "app",
      app: "salesmate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.salesmate.$auth.domain}.salesmate.io/apis/core/v4/users`,
      headers: {
        "Content-Type": `application/json`,
        "accessToken": `${this.salesmate.$auth.session_key}`,
        "x-linkname": `${this.salesmate.$auth.linked_name}`,
      },
    })
  },
})

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