Integrate the Salesforce API with the Solve CRM API

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

Popular Ways to Connect Salesforce with Solve CRM#

Add Contact to Campaign with Salesforce (REST API) API on New Company Created (Instant) from Solve CRM API

Solve CRM + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Contact Created (Instant) from Solve CRM API

Solve CRM + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Contact Tagged (Instant) from Solve CRM API

Solve CRM + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New User Created from Solve CRM API

Solve CRM + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Company Created (Instant) from Solve CRM API

Solve CRM + Salesforce

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Popular Salesforce and Solve CRM Triggers#

New Company Created (Instant) from the Solve CRM API

Emit new event for each new company created. See the docs here

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New Contact Created (Instant) from the Solve CRM API

Emit new event for each new contact created. See the docs here

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New Contact Tagged (Instant) from the Solve CRM API

Emit new event when the specified tag is added to a contact. See the docs here

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New User Created from the Solve CRM API

Emit new event for each new user created. See the docs here

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

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted

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Popular Salesforce and Solve CRM Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See Event SObject and Create Record

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Create Contact with the Solve CRM API

Create a new contact. 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 Event SObject and Create Record

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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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Create Account with the Salesforce API

Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record

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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 Solve CRM#

The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.

Connect Solve CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    solve_crm: {
      type: "app",
      app: "solve_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://secure.solve360.com/contacts`,
      auth: {
        username: `${this.solve_crm.$auth.email}`,
        password: `${this.solve_crm.$auth.api_token}`,
      },
    })
  },
})