What do you want to automate
with Typebot and Salesforce?
Prompt, edit and deploy AI agents that connect to Typebot, Salesforce and 2,500+ other apps in seconds.
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Popular Ways to Connect Typebot with Salesforce#
Popular Typebot and Salesforce Triggers#
Emit new event when a zapier step is triggered. See the docs
Emit new event when a case is updated. See the documentation
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 Typebot 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
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
Overview of Typebot#
Typebot is a conversational form builder that allows you to create interactive and engaging forms for data collection. With Typebot API on Pipedream, you can automate the processing of form submissions, synchronize data with other services, and trigger customized workflows. Utilize the data gathered from Typebot in real-time, enrich it with other services, and streamline processes like lead generation, surveys, and feedback collection.
Connect Typebot#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
typebot: {
type: "app",
app: "typebot",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://typebot.io/api/users/me`,
headers: {
Authorization: `Bearer ${this.typebot.$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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