Nutshell
The all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals.
Integrate the Nutshell API with the Salesforce (REST API) API
Setup the Nutshell API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Nutshell and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Nutshell with Salesforce (REST API)#
Popular Nutshell and Salesforce (REST API) Triggers#
Emit new event when a new person profile is created.
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.
Popular Nutshell and Salesforce (REST API) Actions#
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
Overview of Nutshell#
The Nutshell API allows you to access and manage data within the Nutshell CRM platform, enabling you to automate tasks, sync information across apps, and build custom integrations. With Pipedream, these capabilities are harnessed through serverless workflows that can trigger actions within Nutshell or react to events, all with minimal setup. You can create leads, update contacts, manage sales processes, and more, all in a scalable and efficient manner.
Connect Nutshell#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
nutshell: {
type: "app",
app: "nutshell",
}
},
async run({steps, $}) {
const data = {
"id": "apeye",
"method": "getUser",
}
return await axios($, {
url: `https://${this.nutshell.$auth.api}/api/v1/json`,
auth: {
username: `${this.nutshell.$auth.email}`,
password: `${this.nutshell.$auth.password}`,
},
data,
})
},
})
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}`,
},
})
},
})