What do you want to automate
with Salesforce and Zoho SalesIQ?
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Popular Ways to Connect Salesforce with Zoho SalesIQ#
Popular Salesforce and Zoho SalesIQ Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when a new conversation is created.
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
Popular Salesforce and Zoho SalesIQ Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Retrieve visitor feedback by conversation ID. See the documentation
Retrieve a list of feedback from website visitors. See the documentation
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 Zoho SalesIQ#
The Zoho SalesIQ API offers a wealth of possibilities for engaging with customers and streamlining sales processes. By leveraging this API in Pipedream, you can craft automated workflows to react to events, manage visitors, and integrate customer interaction data with other services. This could range from triggering actions based on visitor activities to syncing chat transcripts with CRM tools. Pipedream's ability to connect with hundreds of apps allows for creative and powerful automations that can save time and provide valuable insights.
Connect Zoho SalesIQ#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_salesiq: {
type: "app",
app: "zoho_salesiq",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.zoho_salesiq.$auth.base_api_uri}/api/v2/portals`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_salesiq.$auth.oauth_access_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies