Salesmate

CRM & Unified Customer Platform for Growing Teams.

Integrate the Salesmate API with the Snowflake API

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

Add Contact with Salesmate API on New Row from Snowflake API
Snowflake + Salesmate
 
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Add Deal with Salesmate API on New Row from Snowflake API
Snowflake + Salesmate
 
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Update Contact with Salesmate API on New Row from Snowflake API
Snowflake + Salesmate
 
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Add Contact with Salesmate API on New Query Results from Snowflake API
Snowflake + Salesmate
 
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Add Deal with Salesmate API on New Query Results from Snowflake API
Snowflake + Salesmate
 
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New Row from the Snowflake API

Emit new event when a row is added to a table

 
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New Query Results from the Snowflake API

Run a SQL query on a schedule, triggering a workflow for each row of results

 
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New Contact from the Salesmate API

Emit new event when a new contact is created.

 
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Failed Task in Schema from the Snowflake API

Emit new events when a task fails in a database schema

 
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New Deal from the Salesmate API

Emit new event when a new deal is created.

 
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Add Contact with the Salesmate API

This API is used to add a contact. See docs here

 
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Add Deal with the Salesmate API

This API is used to add a deal. See docs here

 
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Insert Multiple Rows with the Snowflake API

Insert multiple rows into a table

 
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Update Contact with the Salesmate API

This API is used to update a contact's details. See docs here

 
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Insert Single Row with the Snowflake API

Insert a row into a table

 
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Overview of Salesmate

The Salesmate API enables automation of CRM-related tasks within the Salesmate platform. By leveraging this API on Pipedream, you can craft serverless workflows that interact with Salesmate data, such as contacts, deals, and activities. This allows for seamless integration of Salesmate with other services to enhance sales processes, enable real-time data updates, and trigger custom actions based on specific events within your CRM.

Connect Salesmate

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesmate: {
      type: "app",
      app: "salesmate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.salesmate.$auth.domain}.salesmate.io/apis/core/v4/users`,
      headers: {
        "Content-Type": `application/json`,
        "accessToken": `${this.salesmate.$auth.session_key}`,
        "x-linkname": `${this.salesmate.$auth.linked_name}`,
      },
    })
  },
})

Overview of Snowflake

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Connect Snowflake

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import { promisify } from 'util'
import snowflake from 'snowflake-sdk'

export default defineComponent({
  props: {
    snowflake: {
      type: "app",
      app: "snowflake",
    }
  },
  async run({steps, $}) {
    const connection = snowflake.createConnection({
      ...this.snowflake.$auth,
      application: "PIPEDREAM_PIPEDREAM",
    })
    const connectAsync = promisify(connection.connect)
    await connectAsync()
    
    async function connExecuteAsync(options) {
      return new Promise((resolve, reject) => {
        connection.execute({
          ...options,
          complete: function(err, stmt, rows) {
            if (err) {
              reject(err)
            } else {
              resolve({stmt, rows})
            }
          }
        })
      })
    }
    
    // See https://docs.snowflake.com/en/user-guide/nodejs-driver-use.html#executing-statements
    const { rows } = await connExecuteAsync({
      sqlText: `SELECT CURRENT_TIMESTAMP()`,
    })
    return rows
  },
})