Integrate the Vtiger CRM API with the Salesforce API

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

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Popular Ways to Connect Vtiger CRM with Salesforce#

Add Contact to Campaign with Salesforce (REST API) API on New Lead Created from Vtiger CRM API

Vtiger CRM + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Lead Created from Vtiger CRM API

Vtiger CRM + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Lead Created from Vtiger CRM API

Vtiger CRM + Salesforce

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Create Account with Salesforce (REST API) API on New Lead Created from Vtiger CRM API

Vtiger CRM + Salesforce

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Create Attachment with Salesforce (REST API) API on New Lead Created from Vtiger CRM API

Vtiger CRM + Salesforce

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Popular Vtiger CRM and Salesforce Triggers#

New Lead Created from the Vtiger CRM API

Emit new event when a new lead is created in VTiger CRM.

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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

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New Outbound Message (Instant) from the Salesforce API

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

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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

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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

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Popular Vtiger CRM and Salesforce Actions#

Add Contact to Campaign with the Salesforce API

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

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Add Lead to Campaign with the Salesforce API

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

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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Create Attachment with the Salesforce API

Creates an Attachment on a parent object. See the documentation

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Overview of Vtiger CRM#

The Vtiger CRM API lets you tap into your customer relationship data to create, read, update, and delete records across various entities such as contacts, leads, and opportunities. In Pipedream, you can leverage this API to automate workflows, sync data across platforms, and react to events in real-time, all without the need for dedicated backend code. You can create dynamic workflows that respond to webhooks, schedule tasks, and integrate with 1000+ apps readily available on Pipedream.

Connect Vtiger CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    vtiger_crm: {
      type: "app",
      app: "vtiger_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.vtiger_crm.$auth.instance}.vtiger.com/restapi/v1/vtiger/default/me`,
      auth: {
        username: `${this.vtiger_crm.$auth.username}`,
        password: `${this.vtiger_crm.$auth.access_key}`,
      },
    })
  },
})

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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