Add Contact to Campaign with Salesforce API on New Deal Stage Change from Teamgate API

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New Deal Stage Change from the Teamgate 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 Teamgate 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 Deal Stage Change trigger
1. Connect your Teamgate account
2. Configure Polling interval
3. Select one or more Deals
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 Deal Stage Change on Teamgate

Description:Emit new event when a deal stage is changed. [See docs here](https://developers.teamgate.com/#b692423c-78f3-449b-bb8b-ad73a240f833)

Version:0.0.1

Key:teamgate-deal-stage-changed

View on GitHub

Teamgate Overview#

Teamgate's API provides the ability to manage a sales pipeline, customer data, and interactions within the Teamgate CRM system. By leveraging the Teamgate API on Pipedream, you can automate various aspects of the sales process, synchronize customer information across platforms, and generate insights from sales data. With Pipedream's serverless integration capabilities, connecting Teamgate to other services becomes a streamlined process, enabling users to create custom workflows that trigger actions, process data, and manage tasks without manual intervention.

Trigger Code#

import common from "../common/base-single.mjs";

export default {
  ...common,
  type: "source",
  name: "New Deal Stage Change",
  key: "teamgate-deal-stage-changed",
  description: "Emit new event when a deal stage is changed. [See docs here](https://developers.teamgate.com/#b692423c-78f3-449b-bb8b-ad73a240f833)",
  version: "0.0.1",
  props: {
    ...common.props,
    dealId: {
      propDefinition: [
        common.props.teamgate,
        "deals",
      ],
    },
  },
  methods: {
    ...common.methods,
    getSummary({
      stage: {
        name, id,
      },
    }) {
      return `Stage changed: ${name} (${id})`;
    },
    getFn() {
      return this.teamgate.getDeal(this.dealId);
    },
    getActualValue(item) {
      return item.stage.id;
    },
  },
};

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
Teamgate	`teamgate`	`app`	This component uses the Teamgate app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Teamgate API on this schedule
Deals	`dealId`	`integer[]`	Select a value from the drop down menu.

Trigger Authentication#

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

To find your app key, go to Teamgate dashboard, then click on your initials/picture at the top right corner of Teamgate and choose Settings > Additional features > External App > New API Key request

You can find your personal API authentication key (AUTH_TOKEN) by clicking on your initials/picture at the top right corner of Teamgate and choose "My Profile" > Integrations > API access >copy AUTH_TOKEN

About Teamgate#

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

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 + Teamgate#

Other Popular Integrations#

Create Activity with Teamgate API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Teamgate

Add Contact to Campaign with Salesforce API on New Deal Stage Change from Teamgate API

Pipedream makes it easy to connect APIs for Salesforce, Teamgate 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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