Retently
Send a Net Promoter Score® survey to your clients and start gathering, analyzing and acting on the received customer feedback.
Integrate the Retently API with the Salesforce (REST API) API
Setup the Retently API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Retently and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Retently with Salesforce (REST API)#
Popular Retently and Salesforce (REST API) Triggers#
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 Retently 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
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Retently#
The Retently API offers a robust set of features for gathering and leveraging customer feedback. With it, you can automate the collection of NPS scores, follow up on customer surveys, and integrate customer sentiment data into other business tools. Pipedream makes these interactions smooth by triggering workflows from Retently events or sending data back to Retently, enabling you to synchronize your customer feedback with the rest of your tech stack effortlessly.
Connect Retently#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
retently: {
type: "app",
app: "retently",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.retently.com/api/v2/nps/customers`,
headers: {
"Authorization": `api_key=${this.retently.$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}`,
},
})
},
})