← Schedule + Salesforce (REST API) integrations

Add Lead to Campaign with Salesforce (REST API) API on Custom Interval from Schedule API

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Trigger workflow on
Custom Interval from the Schedule API
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Add Lead to Campaign with the Salesforce (REST API) API
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Getting Started

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

  1. Select this integration
  2. Configure the Custom Interval trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Add Lead to Campaign action
    1. Connect your Salesforce (REST API) account
    2. Select a Campaign ID
    3. Select a Lead ID
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, open source 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

Description:Trigger your workflow every N hours, minutes or seconds.
Version:0.0.2
Key:schedule-custom-interval

Trigger Code

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

export default {
  name: "Custom Interval",
  version: "0.0.2",
  key: "schedule-custom-interval",
  type: "source",
  description: "Trigger your workflow every N hours, minutes or seconds.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
    },
  },
};

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.
LabelPropTypeDescription
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.interface.timer

Enter a cron expression

Trigger Authentication

The Schedule API does not require authentication.

About Schedule

Trigger workflows on an interval or cron schedule.

Action

Description:Adds an existing lead to an existing campaign. See [Event SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm) and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
Version:0.0.2
Key:salesforce_rest_api-add-lead-to-campaign

Action Code

import salesForceRestApi from "../../salesforce_rest_api.app.mjs";
import {
  removeNullEntries, toSingleLineString,
} from "../../common/utils.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "salesforce_rest_api-add-lead-to-campaign",
  name: "Add Lead to Campaign",
  description: toSingleLineString(`
    Adds an existing lead to an existing campaign.
    See [Event SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)
    and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
  `),
  version: "0.0.2",
  type: "action",
  props: {
    salesForceRestApi,
    campaignId: {
      propDefinition: [
        salesForceRestApi,
        "sobjectId",
        () => ({
          objectType: constants.OBJECT_TYPE.CAMPAIGN,
        }),
      ],
      label: "Campaign ID",
      description: "ID of the Campaign to which this Lead is associated.",
    },
    leadId: {
      propDefinition: [
        salesForceRestApi,
        "sobjectId",
        () => ({
          objectType: constants.OBJECT_TYPE.LEAD,
        }),
      ],
      label: "Lead ID",
      description: "ID of the Lead who is associated with a Campaign.",
    },
  },
  async run({ $ }) {
    const data = removeNullEntries({
      CampaignId: this.campaignId,
      LeadId: this.leadId,
    });
    const response = await this.salesForceRestApi.createObject("CampaignMember", data);
    response && $.export("$summary", "Successfully added lead to campaign");
    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.

LabelPropTypeDescription
Salesforce (REST API)salesForceRestApiappThis component uses the Salesforce (REST API) app.
Campaign IDcampaignIdstringSelect a value from the drop down menu.
Lead IDleadIdstringSelect a value from the drop down menu.

Action Authentication

Salesforce (REST API) uses OAuth authentication. When you connect your Salesforce (REST API) account, Pipedream will open a popup window where you can sign into Salesforce (REST API) 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 (REST API) API.

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

About Salesforce (REST API)

Web services API for interacting with Salesforce

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