Add Lead to Campaign with Salesforce API on New Companies from Intercom API

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Trigger workflow on

New Companies from the Intercom API

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Add Lead to Campaign with the Salesforce API

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Getting Started#

This integration creates a workflow with a Intercom 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 Companies trigger
1. Connect your Intercom account
2. Configure Polling Interval
Configure the Add Lead to Campaign action
1. Connect your Salesforce account
2. Select a Campaign ID
3. Select a Lead 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 Companies on Intercom

Description:Emit new event each time a new company is added.

Version:0.0.6

Key:intercom-new-company

View on GitHub

Intercom Overview#

The Intercom API offers rich capabilities for enhancing customer communication and support workflows. By leveraging this API on Pipedream, you can automate tasks, sync customer data across platforms, and create personalized interactions. Whether you are managing user segments, sending targeted messages, or updating customer profiles, the Intercom API's robust set of endpoints allows for intricate and useful automations within your business processes.

Trigger Code#

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

export default {
  ...common,
  key: "intercom-new-company",
  name: "New Companies",
  description: "Emit new event each time a new company is added.",
  version: "0.0.6",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    generateMeta({
      id, name, created_at: createdAt,
    }) {
      return {
        id,
        summary: name,
        ts: createdAt,
      };
    },
  },
  async run() {
    let lastCompanyCreatedAt = this._getLastUpdate();

    const companies = await this.intercom.getCompanies(lastCompanyCreatedAt);
    for (const company of companies) {
      if (company.created_at > lastCompanyCreatedAt)
        lastCompanyCreatedAt = company.created_at;
      const meta = this.generateMeta(company);
      this.$emit(company, meta);
    }

    this._setLastUpdate(lastCompanyCreatedAt);
  },
};

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
Intercom	`intercom`	`app`	This component uses the Intercom 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 API on this schedule

Trigger Authentication#

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

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

About Intercom#

Intercom is the only solution that combines an AI chatbot, help desk, and proactive support—so you can keep costs low, support teams happy, and customers satisfied.

Action#

Add Lead to Campaign on Salesforce

Description:Adds an existing lead 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-lead-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-lead-to-campaign",
  name: "Add Lead to Campaign",
  description: "Adds an existing lead 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 Lead to.",
    },
    leadId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Lead",
          nameField: "Name",
        }),
      ],
      label: "Lead ID",
      description: "The Lead to add to the selected Campaign.",
    },
  },
  async run({ $ }) {
    const {
      salesforce, campaignId, leadId,
    } = this;
    const response = await salesforce.createObject({
      $,
      objectType: constants.OBJECT_TYPE.CAMPAIGN_MEMBER,
      data: {
        CampaignId: campaignId,
        LeadId: leadId,
      },
    });
    $.export("$summary", `Successfully added lead (ID: ${leadId}) 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.
Lead ID	`leadId`	`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 + Intercom#

Other Popular Integrations#

Create Note with Intercom API on New Updated Field on Record (Instant, of Selectable Type) from Salesforce API

Salesforce + Intercom

Add Lead to Campaign with Salesforce API on New Companies from Intercom API

Pipedream makes it easy to connect APIs for Salesforce, Intercom 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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