Add Contact to Mailing List with Zoho Campaigns API on New Record (Instant, of Selectable Type) from Salesforce API

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New Record (Instant, of Selectable Type) from the Salesforce API

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Add Contact to Mailing List with the Zoho Campaigns API

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Getting Started#

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

Select this integration
Configure the New Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Optional- Select one or more Fields to Obtain
Configure the Add Contact to Mailing List action
1. Connect your Zoho Campaigns account
2. Select a Mailing List
3. Configure Contact Email
4. Optional- Configure Contact First Name
5. Optional- Configure Contact Last Name
6. Optional- Configure Source
7. Optional- Select a Topic
8. Optional- Configure Contact Additional Fields
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 Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected object type is created. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.2.0

Key:salesforce_rest_api-new-record-instant

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.

Trigger Code#

import startCase from "lodash/startCase.js";
import common from "../common.mjs";

export default {
  ...common,
  type: "source",
  name: "New Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-new-record-instant",
  description: "Emit new event when a record of the selected object type is created. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        (c) => ({
          objType: c.objectType,
        }),
      ],
      optional: true,
      description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.",
    },
  },
  hooks: {
    ...common.hooks,
    async deploy() {
      const objectType = this.objectType;
      const nameField = await this.salesforce.getNameFieldForObjectType(objectType);
      this.setNameField(nameField);

      // emit historical events
      const { recentItems } = await this.salesforce.listSObjectTypeIds(objectType);
      const ids = recentItems.map((item) => item.Id);
      for (const id of ids.slice(-25)) {
        const object = await this.salesforce.getSObject(objectType, id);
        const event = {
          body: {
            "New": object,
            "UserId": id,
          },
        };
        this.processWebhookEvent(event);
      }
    },
  },
  methods: {
    ...common.methods,
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        CreatedDate: createdDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType).toLowerCase();
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "new";
    },
    async processTimerEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

      const fieldName = getNameField();
      const columns = getObjectTypeColumns();

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.CreatedDate) {
        const latestDateCovered = new Date(latestEvent.CreatedDate);
        latestDateCovered.setSeconds(0);
        setLatestDateCovered(latestDateCovered.toISOString());
      }

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      let columns = this.fieldsToObtain;
      if (!columns?.length) {
        const { fields } = await getObjectTypeDescription(objectType);
        columns = fields.map(({ name }) => name);
      }

      setObjectTypeColumns(columns);
    },
  },
};

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
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
Object Type	`objectType`	`string`	Select a value from the drop down menu.
Fields to Obtain	`fieldsToObtain`	`string[]`	Select a value from the drop down menu.

Trigger 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

Action#

Add Contact to Mailing List on Zoho Campaigns

Description:You can use this API to add contacts to your mailing lists. [See the documentation](https://www.zoho.com/campaigns/help/developers/contact-subscribe.html)

Version:0.0.2

Key:zoho_campaigns-add-contact-to-mailing-list

View on GitHub

Zoho Campaigns Overview#

The Zoho Campaigns API opens up a world of possibilities for email marketing automation within Pipedream, allowing you to manage contacts, campaigns, and reports programmatically. You can connect Zoho Campaigns with other apps to create workflows that automate various tasks, such as synchronizing subscriber lists, triggering campaigns based on specific actions or events, and analyzing campaign performance with custom metrics.

Action Code#

import app from "../../zoho_campaigns.app.mjs";

export default {
  type: "action",
  key: "zoho_campaigns-add-contact-to-mailing-list",
  name: "Add Contact to Mailing List",
  version: "0.0.2",
  description: "You can use this API to add contacts to your mailing lists. [See the documentation](https://www.zoho.com/campaigns/help/developers/contact-subscribe.html)",
  props: {
    app,
    listkey: {
      propDefinition: [
        app,
        "mailingList",
      ],
      label: "Mailing List",
      description: "List Key to send a subscription mail to contacts of the list.",
    },
    contactEmail: {
      type: "string",
      label: "Contact Email",
      description: "Contact email can be added.",
    },
    contactFirstName: {
      type: "string",
      label: "Contact First Name",
      description: "Contact first name can be added.",
      optional: true,
    },
    contactLastName: {
      type: "string",
      label: "Contact Last Name",
      description: "Contact last name can be added.",
      optional: true,
    },
    source: {
      type: "string",
      label: "Source",
      description: "Contact source can be added.",
      optional: true,
    },
    topic_id: {
      propDefinition: [
        app,
        "topic",
      ],
      optional: true,
    },
    contactAdditionalFields: {
      type: "object",
      label: "Contact Additional Fields",
      description: "Any desired additional fields.",
      optional: true,
    },
  },
  methods: {
    getContactInfo(contactEmail, contactFirstName, contactLastName) {
      const contactInfo = {
        "Contact Email": contactEmail,
        ...this.contactAdditionalFields,
      };

      if (contactFirstName) {
        contactInfo["First Name"] = contactFirstName;
      }

      if (contactLastName) {
        contactInfo["Last Name"] = contactLastName;
      }

      return JSON.stringify(contactInfo);
    },
  },
  async run({ $ }) {
    const {
      app,
      contactEmail,
      contactFirstName,
      contactLastName,
      ...data
    } = this;

    const res = await app.addSubscriberToList({
      ...data,
      contactinfo: this.getContactInfo(contactEmail, contactFirstName, contactLastName),
    });
    if (res.status !== "success") {
      throw new Error(`${res.message} - ${JSON.stringify(res)}`);
    }
    $.export("summary", `Contact "${contactEmail}" added to mailing list successfully`);
    return res;
  },
};

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
Zoho Campaigns	`app`	`app`	This component uses the Zoho Campaigns app.
Mailing List	`listkey`	`string`	Select a value from the drop down menu.
Contact Email	`contactEmail`	`string`	Contact email can be added.
Contact First Name	`contactFirstName`	`string`	Contact first name can be added.
Contact Last Name	`contactLastName`	`string`	Contact last name can be added.
Source	`source`	`string`	Contact source can be added.
Topic	`topic_id`	`string`	Select a value from the drop down menu.
Contact Additional Fields	`contactAdditionalFields`	`object`	Any desired additional fields.

Action Authentication#

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

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

ZohoCampaigns.campaign.READZohoCampaigns.campaign.CREATEZohoCampaigns.campaign.UPDATEZohoCampaigns.contact.CREATEZohoCampaigns.contact.UPDATEZohoCampaigns.contact.READZohoCampaigns.userinfo.READ

About Zoho Campaigns#

Marketing platform built exclusively for email marketing—you bring in and manage the email database of your leads and contacts and send marketing emails to them.

More Ways to Connect Zoho Campaigns + Salesforce#

Other Popular Integrations#

Add Contact to Mailing List with Zoho Campaigns API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho Campaigns

Add Contact to Mailing List with Zoho Campaigns API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Zoho Campaigns, Salesforce 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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