EspoCRM
Open Source CRM. Easy to customize.
Integrate the EspoCRM API with the Salesforce (REST API) API
Setup the EspoCRM API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate EspoCRM and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect EspoCRM with Salesforce (REST API)#
Popular EspoCRM and Salesforce (REST API) Triggers#
Emit new event upon the creation, update, deletion, or changes of any field in an entity type. 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.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular EspoCRM and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
This component creates a new task in Espo CRM. See the documentation
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Overview of EspoCRM#
The EspoCRM API allows for robust interaction with your CRM data, enabling the automation of tasks, syncing data across platforms, and the enhancement of customer relationship management through customized workflows. By leveraging this API within Pipedream, you can design serverless workflows that react to CRM events, integrate with other services, and manipulate data to fit your business processes. Pipedream's no-code platform makes it straightforward to create, execute, and maintain these workflows, allowing you to focus on innovation rather than infrastructure.
Connect EspoCRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
espocrm: {
type: "app",
app: "espocrm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.espocrm.$auth.url}/api/v1/CurrencyRate`,
headers: {
"X-Api-Key": `${this.espocrm.$auth.api_key}`,
},
})
},
})
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}`,
},
})
},
})