Add Contact to Campaign with Salesforce API on New Check-In Created from Badger Maps API

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Trigger workflow on

New Check-In Created from the Badger Maps 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 Badger Maps 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 Check-In Created trigger
1. Connect your Badger Maps account
2. Configure Polling schedule
3. Select a Account ID
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 Check-In Created on Badger Maps

Description:Emit new event each time a new check-in is created.

Version:0.0.1

Key:badger_maps-new-check-in-created

View on GitHub

Badger Maps Overview#

The Badger Maps API offers interaction with a platform designed for field sales; it allows you to optimize routes, manage territories, and explore customer locations. Combining the Badger Maps API with Pipedream's capabilities enables the automation of sales processes, integration with CRM systems, and enhancement of data analytics. You can build workflows that respond to events in real-time, sync data across multiple platforms, and create custom triggers and actions that cater specifically to your sales strategies.

Trigger Code#

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

export default {
  ...common,
  key: "badger_maps-new-check-in-created",
  name: "New Check-In Created",
  description: "Emit new event each time a new check-in is created.",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    ...common.props,
    accountId: {
      propDefinition: [
        common.props.app,
        "accountId",
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.app.listCheckIns;
    },
    getResourceFnArgs() {
      return {
        params: {
          customer_id: this.accountId,
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New check-in ${resource.id}`,
        ts: Date.parse(resource.log_datetime),
      };
    },
  },
};

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
Badger Maps	`app`	`app`	This component uses the Badger Maps app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API
Account ID	`accountId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To connect Pipedream to Badger Maps, first make sure you've requested API access from the Badger Maps Support team. Once they've enabled API access,

Sign in to your Badger Maps account
Navigate to your "Settings" at the bottom left
Copy your "Developer API Key" and paste it below

About Badger Maps#

The #1 Route Planner for Field Sales.

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:0.1.3

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: "0.1.3",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  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#

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

More Ways to Connect Salesforce + Badger Maps#

Other Popular Integrations#

Create Account with Badger Maps API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Badger Maps

Add Contact to Campaign with Salesforce API on New Check-In Created from Badger Maps API

Pipedream makes it easy to connect APIs for Salesforce, Badger Maps and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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