Add Contact to Campaign with Salesforce API on New Campaign Created from Overloop API

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Trigger workflow on

New Campaign Created from the Overloop API

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Add Contact to Campaign with the Salesforce API

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Getting Started#

This integration creates a workflow with a Overloop trigger and Salesforce action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Campaign Created trigger
1. Connect your Overloop account
2. Configure timer
Configure the Add Contact to Campaign action
1. Connect your Salesforce account
2. Select a Campaign ID
3. Select a Contact ID
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Campaign Created on Overloop

Description:Emit new event each time a campaign is created. [See the docs](https://apidoc.overloop.com/#list-automations)

Version:0.0.1

Key:overloop-new-campaign-created

View on GitHub

Overloop Overview#

The Overloop API is a powerhouse for sales automation, enabling users to streamline their sales pipeline by automating repetitive tasks, syncing data across platforms, and enhancing lead management. With Pipedream, you can leverage Overloop's capabilities to create detailed, event-driven workflows that respond in real-time to changes in your sales environment. This integration can help maintain a healthy sales funnel, ensure timely follow-ups, and personalize communication at scale.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "overloop-new-campaign-created",
  name: "New Campaign Created",
  description: "Emit new event each time a campaign is created. [See the docs](https://apidoc.overloop.com/#list-automations)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async emitHistoricalEvents({ limit }) {
      const results = await this.processEvent(this.overloop.listAutomations, {
        sort: "-created_at",
        filter: "automation_type:campaign",
      });
      results.slice(0, limit).forEach((result) => this.emitEvent(result));
    },
    getResultTs(campaign) {
      return Date.parse(campaign.attributes.created_at);
    },
    generateMeta(campaign) {
      return {
        id: campaign.id,
        summary: campaign.attributes.name,
        ts: this.getResultTs(campaign),
      };
    },
  },
  async run() {
    const results = await this.processEvent(this.overloop.listAutomations, {
      sort: "-created_at",
      filter: "automation_type:campaign",
    });
    results.forEach((result) => this.emitEvent(result));
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Overloop	`overloop`	`app`	This component uses the Overloop app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

Overloop uses API keys for authentication. When you connect your Overloop account, Pipedream securely stores the keys so you can easily authenticate to Overloop APIs in both code and no-code steps.

To retrieve your API key,

Navigate to your Overloop account and sign in
Go to “Settings” > “API”

About Overloop#

All-in-one CRM & Sales Automation Platform

Action#

Add Contact to Campaign on Salesforce

Description:Adds an existing contact to an existing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)

Version:0.1.0

Key:salesforce_rest_api-add-contact-to-campaign

View on GitHub

Salesforce Overview#

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.

Action Code#

import salesforce from "../../salesforce_rest_api.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "salesforce_rest_api-add-contact-to-campaign",
  name: "Add Contact to Campaign",
  description: "Adds an existing contact to an existing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)",
  version: "0.1.0",
  type: "action",
  props: {
    salesforce,
    campaignId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Campaign",
          nameField: "Name",
        }),
      ],
      label: "Campaign ID",
      description: "The Campaign to add a Contact to.",
    },
    contactId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Contact",
          nameField: "Name",
        }),
      ],
      label: "Contact ID",
      description: "The Contact to add to the selected Campaign.",
    },
  },
  async run({ $ }) {
    const {
      salesforce, campaignId, contactId,
    } = this;
    const response = await salesforce.createObject({
      $,
      objectType: constants.OBJECT_TYPE.CAMPAIGN_MEMBER,
      data: {
        CampaignId: campaignId,
        ContactId: contactId,
      },
    });
    $.export("$summary", `Successfully added contact (ID: ${contactId}) to campaign (ID: ${campaignId})`);
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
Campaign ID	`campaignId`	`string`	Select a value from the drop down menu.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.

Action Authentication#

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce API.

Pipedream requests the following authorization scopes when you connect your account:

About Salesforce#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce + Overloop#

Other Popular Integrations#

Create Deal with Overloop API on New Object (of Selectable Type) from Salesforce (REST API) API

Salesforce + Overloop

Add Contact to Campaign with Salesforce API on New Campaign Created from Overloop API

Pipedream makes it easy to connect APIs for Salesforce, Overloop and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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