Integrate the Salesforce API with the Teamgate API

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

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Popular Ways to Connect Salesforce with Teamgate#

Add Contact to Campaign with Salesforce (REST API) API on New Activity Status Change from Teamgate API

Teamgate + Salesforce

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

Teamgate + Salesforce

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

Teamgate + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Deal Stage Change from Teamgate API

Teamgate + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Lead Converted To Person from Teamgate API

Teamgate + Salesforce

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Popular Salesforce and Teamgate Triggers#

New Activity Status Change from the Teamgate API

Emit new event when a activity status is changed. See docs here

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New Company from the Teamgate API

Emit new event when a new company is created. See docs here

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New Deal from the Teamgate API

Emit new event when a new deal is created. See docs here

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New Deal Stage Change from the Teamgate API

Emit new event when a deal stage is changed. See docs here

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New Lead from the Teamgate API

Emit new event when a new lead is created. See docs here

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Popular Salesforce and Teamgate Actions#

Add Contact to Campaign with the Salesforce API

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

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Create Activity with the Teamgate API

Creates a new activity 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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Create Company with the Teamgate API

Create a new company. 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 Teamgate#

Teamgate's API provides the ability to manage a sales pipeline, customer data, and interactions within the Teamgate CRM system. By leveraging the Teamgate API on Pipedream, you can automate various aspects of the sales process, synchronize customer information across platforms, and generate insights from sales data. With Pipedream's serverless integration capabilities, connecting Teamgate to other services becomes a streamlined process, enabling users to create custom workflows that trigger actions, process data, and manage tasks without manual intervention.

Connect Teamgate#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    teamgate: {
      type: "app",
      app: "teamgate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.teamgate.com/v4/users`,
      headers: {
        "X-App-Key": `${this.teamgate.$auth.app_key}`,
        "X-Auth-Token": `${this.teamgate.$auth.auth_token}`,
      },
    })
  },
})

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