Add Lead to Campaign with Salesforce API on New Labeled Email from Gmail API

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New Labeled Email from the Gmail 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 Gmail 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 Labeled Email trigger
1. Configure timer
2. Connect your Gmail account
3. Select a Label
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 Labeled Email on Gmail

Description:Emit new event when a new email is labeled.

Version:0.0.6

Key:gmail-new-labeled-email

View on GitHub

Gmail Overview#

By connecting your personal Gmail account to Pipedream, you'll be able to incorporate email into whatever you're building with any of the thousands of apps that are available on Pipedream.

Trigger Code#

import gmail from "../../gmail.app.mjs";
import common from "../common/polling-history.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "gmail-new-labeled-email",
  name: "New Labeled Email",
  description: "Emit new event when a new email is labeled.",
  type: "source",
  version: "0.0.6",
  dedupe: "unique",
  props: {
    ...common.props,
    gmail,
    label: {
      propDefinition: [
        gmail,
        "label",
      ],
    },
  },
  methods: {
    ...common.methods,
    getHistoryTypes() {
      return [
        "labelAdded",
        "messageAdded",
      ];
    },
    generateMeta(message) {
      return {
        id: `${message.id}-${this.label}`,
        summary: `A new message with ID: ${message.id} was labeled with "${this.label}"`,
        ts: +message.internalDate,
      };
    },
    filterHistory(history) {
      return history.filter((item) =>
        (item.labelsAdded && item.labelsAdded[0].labelIds.includes(this.label))
        || (item.messagesAdded
          && item.messagesAdded[0].message.labelIds
          && item.messagesAdded[0].message.labelIds.includes(this.label)));
    },
  },
  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
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Gmail	`gmail`	`app`	This component uses the Gmail app.
Label	`label`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

emailprofileopenidhttps://www.googleapis.com/auth/gmail.labelshttps://www.googleapis.com/auth/gmail.sendhttps://www.googleapis.com/auth/gmail.modifyhttps://www.googleapis.com/auth/gmail.composehttps://www.googleapis.com/auth/gmail.settings.basic

About Gmail#

Gmail offers private and secure email by Google at no cost, for business and consumer accounts.

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 + Gmail#

Other Popular Integrations#

Add Contact to Campaign with Salesforce API on New Labeled Email from Gmail API

Gmail + Salesforce

Add Lead to Campaign with Salesforce API on New Labeled Email from Gmail API

Pipedream makes it easy to connect APIs for Salesforce, Gmail 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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