Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Integrate the Workbooks CRM API with the Salesforce (REST API) API
Setup the Workbooks CRM API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Workbooks CRM and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Workbooks CRM with Salesforce (REST API)#
Popular Workbooks CRM and Salesforce (REST API) Triggers#
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Popular Workbooks CRM and Salesforce (REST API) Actions#
Creates an order from your customers for your goods or services.
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Creates a person. People are recorded in your database, e.g a contact, an employee.
Overview of Workbooks CRM#
The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.
Connect Workbooks CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
workbooks_crm: {
type: "app",
app: "workbooks_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://secure.workbooks.com/activity/tasks.api`,
headers: {
"Cookie": `Workbooks-Session=${this.workbooks_crm.$auth.session_id}`,
},
})
},
})
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}`,
},
})
},
})