Solve CRM
Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.
Integrate the Solve CRM API with the Salesforce API
Setup the Solve CRM API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Solve CRM and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Solve CRM with Salesforce#
Popular Solve CRM and Salesforce Triggers#
Emit new event for each new company created. See the docs here
Emit new event for each new contact created. See the docs here
Emit new event when the specified tag is added to a contact. See the docs here
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Solve CRM and Salesforce 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 Solve CRM#
The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.
Connect Solve CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
solve_crm: {
type: "app",
app: "solve_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://secure.solve360.com/contacts`,
auth: {
username: `${this.solve_crm.$auth.email}`,
password: `${this.solve_crm.$auth.api_token}`,
},
})
},
})
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}`,
},
})
},
})
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