Add Lead to Campaign with Salesforce API on New Conversation (Instant) from 2Chat API

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New Conversation (Instant) from the 2Chat 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 2Chat 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 Conversation (Instant) trigger
1. Connect your 2Chat account
2. Select a From Phone Number
3. Optional- Select a Time Period
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 Conversation (Instant) on 2Chat

Description:Emit new event when a new WhatsApp conversation is started on the user’s 2chat connected number.

Version:0.0.1

Key:_2chat-new-conversation-instant

View on GitHub

2Chat Overview#

The 2Chat API allows developers to build and manage chatbots that can engage users in personalized conversations across various platforms like WhatsApp, Telegram, and more. This API facilitates the creation, training, and integration of chatbots with existing applications, enabling automated responses based on user inputs and behaviors. Utilizing Pipedream's capabilities, developers can orchestrate complex workflows that react to events from 2Chat, process data, and trigger actions in other apps, streamlining communication processes and enhancing user interaction.

Trigger Code#

import common from "../common/base.mjs";
import constants from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "_2chat-new-conversation-instant",
  name: "New Conversation (Instant)",
  description: "Emit new event when a new WhatsApp conversation is started on the user’s 2chat connected number.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    timePeriod: {
      type: "string",
      label: "Time Period",
      description: "Your preference to consider a conversation new",
      options: constants.TIME_PERIODS,
      optional: true,
      default: "all-time",
    },
  },
  methods: {
    ...common.methods,
    getEvent() {
      return "whatsapp.conversation.new";
    },
    getWebhookParams() {
      return {
        time_period: this.timePeriod,
      };
    },
    generateMeta(body) {
      return {
        id: body.id,
        summary: `New Conversation ID: ${body.id}`,
        ts: Date.parse(body.created_at),
      };
    },
  },
  sampleEmit,
};

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
2Chat	`twoChat`	`app`	This component uses the 2Chat 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.
From Phone Number	`fromNumber`	`string`	Select a value from the drop down menu.
Time Period	`timePeriod`	`string`	Select a value from the drop down menu:`{ "value": "all-time", "label": "Will trigger the new conversation event when the user messages you for the first time ever" }{ "value": "hour", "label": "Will trigger the new conversation event after 1 hour of no messages" }{ "value": "day", "label": "Will trigger the new conversation event after 1 day of no messages" }{ "value": "week", "label": "Will trigger the new conversation event after 1 week of no messages" }{ "value": "month", "label": "Will trigger the new conversation event after 1 month of no messages" }{ "value": "year", "label": "Will trigger the new conversation event after 1 year of no messages" }`

Trigger Authentication#

2Chat uses API keys for authentication. When you connect your 2Chat account, Pipedream securely stores the keys so you can easily authenticate to 2Chat APIs in both code and no-code steps.

About 2Chat#

All-in-one WhatsApp* automation for small teams. Integrate it into your existing workflows easily while you keep using WhatsApp as usual.

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 + 2Chat#

Other Popular Integrations#

Check Phone Number for WhatsApp with 2Chat API on New Outbound Message (Instant) from Salesforce API

Salesforce + 2Chat

Add Lead to Campaign with Salesforce API on New Conversation (Instant) from 2Chat API

Pipedream makes it easy to connect APIs for Salesforce, 2Chat 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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