Add Lead to Campaign with Salesforce API on New Contact from MixMax API

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Trigger workflow on

New Contact from the MixMax 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 MixMax 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 Contact trigger
1. Connect your MixMax 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 Contact on MixMax

Description:Emit new event when a new contact is created. [See docs here](https://developer.mixmax.com/reference/contacts)

Version:0.0.1

Key:mixmax-new-contact

View on GitHub

MixMax Overview#

The MixMax API allows you to automate and enhance email productivity tasks within your workflows. Utilizing MixMax with Pipedream, you can create dynamic automation scenarios such as syncing calendar events, triggering email sequences based on customer actions, and analyzing email engagement data. By harnessing the power of Pipedream's serverless platform, you can integrate MixMax with numerous other apps to streamline communication processes, improve response times, and personalize your outreach efforts.

Trigger Code#

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

export default {
  ...common,
  type: "source",
  name: "New Contact",
  key: "mixmax-new-contact",
  description: "Emit new event when a new contact is created. [See docs here](https://developer.mixmax.com/reference/contacts)",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    ...common.props,
  },
  methods: {
    ...common.methods,
    getSummary({
      email, _id,
    }) {
      return `New contact created: ${email} (${_id})`;
    },
    getFunc() {
      return this.mixmax.listContacts;
    },
  },
};

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
MixMax	`mixmax`	`app`	This component uses the MixMax 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 MixMax API on this schedule

Trigger Authentication#

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

To retrieve your API key,

Navigate to your MixMax account and sign in
Go to “Settings” > “Integrations” > “API”

About MixMax#

The #1 Sales Engagement Platform for Gmail.

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 + MixMax#

Other Popular Integrations#

Create Contact Group with MixMax API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + MixMax

Add Lead to Campaign with Salesforce API on New Contact from MixMax API

Pipedream makes it easy to connect APIs for Salesforce, MixMax 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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