Segment
Customer data platform
Integrate the Segment API with the Salesforce (REST API) API
Setup the Segment API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Segment and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Segment with Salesforce (REST API)#
Popular Segment and Salesforce (REST API) Triggers#
Send events to a webhook. Requires a Team or Business account.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular Segment and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Identify lets you tie a user to their actions and record traits about them. It includes a unique User ID and any optional traits you know about them (note requires userId or anonymousId). See the docs here
Overview of Segment#
The Segment API enables you to collect, manage, and route your customer analytics data to various tools for marketing, analytics, and data warehousing. By harnessing the Segment API on Pipedream, you can automate the ingestion and syncing of user events and properties to multiple destinations, allowing you to create seamless data pipelines without manual intervention. Pipedream's serverless platform empowers you to build custom workflows that react to events in real-time, enrich data, or trigger actions across your tech stack.
Connect Segment#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
segment: {
type: "app",
app: "segment",
}
},
async run({steps, $}) {
const data = {
"event": `PipedreamTestOrder`,
"anonymousId": `019mr8mf4r`,
}
return await axios($, {
method: "post",
url: `https://api.segment.io/v1/track`,
headers: {
"Content-Type": `application/json`,
},
auth: {
username: `${this.segment.$auth.write_key}`,
password: ``,
},
data,
})
},
})
Overview of Salesforce (REST API)#
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 (REST API)#
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}`,
},
})
},
})