What do you want to automate
with Salesforce and SegMetrics?
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Popular Ways to Connect Salesforce with SegMetrics#
Popular Salesforce and SegMetrics 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
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Salesforce and SegMetrics Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Create or update a subscription. See documentation here
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 SegMetrics#
The SegMetrics API grants programmatic access to SegMetrics data, allowing users to extract detailed insights about their marketing efforts. With it, you can automate the retrieval of conversion data, contact lists, tags, and more, to better understand your marketing funnel performance. Leveraging Pipedream's processing capabilities, you can create intricate workflows that respond to this data in real-time, running logic or actions contingent on the insights you gain from SegMetrics.
Connect SegMetrics#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
segmetrics: {
type: "app",
app: "segmetrics",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.segmetrics.io/${this.segmetrics.$auth.account_id}/contact/{{YOUR_CONTACT_ID}}`,
headers: {
"Authorization": `${this.segmetrics.$auth.api_key}`,
},
})
},
})
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