What do you want to automate
with Salesforce and WhatConverts?
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Popular Ways to Connect Salesforce with WhatConverts#
Popular Salesforce and WhatConverts Triggers#
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Emit new event when a record of the selected object type is created. See the documentation
Popular Salesforce and WhatConverts 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 WhatConverts#
The WhatConverts API allows you to track, manage, and report on leads and conversions from various marketing channels. With this API, you can automate the ingestion of lead data into your CRM, generate custom reports, and receive real-time alerts for new leads. When you implement this API within Pipedream, you can create powerful, serverless workflows that respond to events in WhatConverts, or trigger actions based on data from other apps.
Connect WhatConverts#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
whatconverts: {
type: "app",
app: "whatconverts",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.whatconverts.com/api/v1/leads`,
auth: {
username: `${this.whatconverts.$auth.api_token}`,
password: `${this.whatconverts.$auth.api_secret}`,
},
})
},
})
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