Customer Fields
Create customer sign-up forms as unique as your business, and save custom data to customer accounts.
Integrate the Customer Fields API with the Salesforce (REST API) API
Setup the Customer Fields API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Customer Fields and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Customer Fields with Salesforce (REST API)#
Popular Customer Fields and Salesforce (REST API) Triggers#
Trigger when a new customer is added to the database. See the documentation.
Trigger when a profile of a customer has been updated or changed. See the documentation.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Popular Customer Fields and Salesforce (REST API) Actions#
Create a new customer with detailed attributes using the provided data. See the documentation.
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Update an existing customer's information with new provided data. See the documentation.
Overview of Customer Fields#
The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.
Connect Customer Fields#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
customer_fields: {
type: "app",
app: "customer_fields",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.customerfields.com/api/v2/shop.json`,
headers: {
Authorization: `Bearer ${this.customer_fields.$auth.oauth_access_token}`,
"accept": `application/json`,
"content-type": `application/json`,
},
})
},
})
Overview of Salesforce (REST API)#
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.
Connect Salesforce (REST API)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})