Integrate the Salesforce API with the Segment API

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

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Popular Ways to Connect Salesforce with Segment#

Add Contact to Campaign with Salesforce API on Webhook Destination (Instant) from Segment API

Segment + Salesforce

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Add Lead to Campaign with Salesforce API on Webhook Destination (Instant) from Segment API

Segment + Salesforce

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Associate an identified user with a group with Segment API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Segment

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Associate an identified user with a group with Segment API on New Outbound Message (Instant) from Salesforce API

Salesforce + Segment

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Associate an identified user with a group with Segment API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Segment

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Popular Salesforce and Segment Triggers#

Webhook Destination (Instant) from the Segment API

Send events to a webhook. Requires a Team or Business account.

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

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

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Popular Salesforce and Segment Actions#

Add Contact to Campaign with the Salesforce API

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

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Associate an identified user with a group with the Segment API

Group lets you associate an identified user with a group (note requires userId or anonymousId). See the 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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Associate one identity with another with the Segment API

Alias is how you associate one identity with another. See the 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 Segment#

The Segment API enables you to collect, manage, and route your customer analytics data to various tools for marketing, analytics, and data warehousing. By harnessing the Segment API on Pipedream, you can automate the ingestion and syncing of user events and properties to multiple destinations, allowing you to create seamless data pipelines without manual intervention. Pipedream's serverless platform empowers you to build custom workflows that react to events in real-time, enrich data, or trigger actions across your tech stack.

Connect Segment#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    segment: {
      type: "app",
      app: "segment",
    }
  },
  async run({steps, $}) {
    const data = {
      "event": `PipedreamTestOrder`,
      "anonymousId": `019mr8mf4r`,
    }
    return await axios($, {
      method: "post",
      url: `https://api.segment.io/v1/track`,
      headers: {
        "Content-Type": `application/json`,
      },
      auth: {
        username: `${this.segment.$auth.write_key}`,
        password: ``,
      },
      data,
    })
  },
})

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