Integrate the Symbl.ai API with the Salesforce API

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

Start for free — no credit card required

Watch a demo

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Popular Ways to Connect Symbl.ai with Salesforce#

Create Formatted Transcript with Symbl.ai API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Symbl.ai

Try it

Create Formatted Transcript with Symbl.ai API on New Outbound Message (Instant) from Salesforce API

Salesforce + Symbl.ai

Try it

Create Formatted Transcript with Symbl.ai API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Symbl.ai

Try it

Create Formatted Transcript with Symbl.ai API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Symbl.ai

Try it

Delete Conversation with Symbl.ai API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Symbl.ai

Try it

Popular Symbl.ai and Salesforce Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

Try it

New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

Try it

New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

Try it

New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

Try it

Popular Symbl.ai and Salesforce Actions#

Create Formatted Transcript with the Symbl.ai API

Create formatted transcript from the Conversation. See the doc here.

Try it

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

Try it

Delete Conversation with the Symbl.ai API

Permanently deletes the conversation and all related entities such as messages, insights, topics, etc. See the doc here.

Try it

Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

Try it

Get Action Items with the Symbl.ai API

Get a list of all the action items generated from the conversation. See the doc here

Try it

Overview of Symbl.ai#

The Symbl.ai API supercharges your applications with advanced conversation intelligence. By tapping into Symbl.ai via Pipedream, you can automate the analysis of voice, text, and video communications. Extract actionable items, follow-ups, and insights in real-time or from recorded content. This API's magic lies in its ability to provide contextually relevant insights, topic detection, sentiment analysis, and conversation metrics without extensive training data or setup time.

Connect Symbl.ai#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    symbl_ai: {
      type: "app",
      app: "symbl_ai",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.symbl.ai/v1/manage/trackers`,
      headers: {
        Authorization: `Bearer ${this.symbl_ai.$auth.oauth_access_token}`,
        "Content-Type": `application/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}`,
      },
    })
  },
})

Start for free — no credit card required

Watch a demo