What do you want to automate
with Salesforce and Salesmate?
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Popular Ways to Connect Salesforce with Salesmate#
Popular Salesforce and Salesmate Triggers#
Emit new event when a case is updated. See the documentation
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 Salesmate Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. 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 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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