← eSputnik + Salesforce (REST API) integrations

Add Lead to Campaign with Salesforce (REST API) API on New Contact in Segment from eSputnik API

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New Contact in Segment from the eSputnik API
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Add Lead to Campaign with the Salesforce (REST API) API
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Getting Started

This integration creates a workflow with a eSputnik trigger and Salesforce (REST API) action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Contact in Segment trigger
    1. Connect your eSputnik account
    2. Configure Polling Interval
    3. Optional- Configure Max API Requests per Execution
    4. Select a Segment
  3. Configure the Add Lead to Campaign action
    1. Connect your Salesforce (REST API) account
    2. Select a Campaign ID
    3. Select a Lead ID
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new contact is added in the specified segment
Version:0.0.2
Key:esputnik-new-contact-in-segment

eSputnik Overview

The eSputnik API is a powerful tool for managing and automating your email marketing campaigns and other messaging services. Through the API, you can create targeted email sequences, manage contact lists, track email metrics, and dynamically segment your audience based on their interactions. By leveraging Pipedream's capabilities, you can connect eSputnik with hundreds of other apps to synchronize your marketing efforts, automate responses based on customer behavior, and analyze the effectiveness of your campaigns with advanced analytics.

Trigger Code

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

export default {
  ...common,
  key: "esputnik-new-contact-in-segment",
  name: "New Contact in Segment",
  description: "Emit new event when a new contact is added in the specified segment",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    segment: {
      propDefinition: [
        common.props.esputnik,
        "segment",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(contact) {
      return this.generateContactMeta(contact);
    },
  },
  async run() {
    const contacts = await this.getPaginatedContacts(this.esputnik.listSegmentContacts.bind(this), {
      params: {
        orderByTs: true,
        asc: false,
      },
      segmentId: this.segment,
    });
    for await (const contact of contacts) {
      const meta = this.generateMeta(contact);
      this.$emit(contact, meta);
    }
  },
};

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.
LabelPropTypeDescription
eSputnikesputnikappThis component uses the eSputnik app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling Intervaltimer$.interface.timer

Pipedream will poll the eSputnik API on this schedule

Max API Requests per ExecutionmaxRequestsinteger

The maximum number of API requests to make per execution (e.g., multiple requests are required to retrieve paginated results).

SegmentsegmentstringSelect a value from the drop down menu.

Trigger Authentication

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

You can get your API Key from your eSputnik account in Profile > Settings > API.

About eSputnik

Communicate with customers through the most convenient channel for them: email, SMS, Viber, web and mobile push notifications, or combine several channels at once.

Action

Description:Adds an existing lead to an existing campaign. See [Event SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm) and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
Version:0.0.6
Key:salesforce_rest_api-add-lead-to-campaign

Salesforce (REST API) 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 salesForceRestApi from "../../salesforce_rest_api.app.mjs";
import {
  removeNullEntries, toSingleLineString,
} from "../../common/utils.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "salesforce_rest_api-add-lead-to-campaign",
  name: "Add Lead to Campaign",
  description: toSingleLineString(`
    Adds an existing lead to an existing campaign.
    See [Event SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)
    and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
  `),
  version: "0.0.6",
  type: "action",
  props: {
    salesForceRestApi,
    campaignId: {
      propDefinition: [
        salesForceRestApi,
        "sobjectId",
        () => ({
          objectType: constants.OBJECT_TYPE.CAMPAIGN,
        }),
      ],
      label: "Campaign ID",
      description: "ID of the Campaign to which this Lead is associated.",
    },
    leadId: {
      propDefinition: [
        salesForceRestApi,
        "sobjectId",
        () => ({
          objectType: constants.OBJECT_TYPE.LEAD,
        }),
      ],
      label: "Lead ID",
      description: "ID of the Lead who is associated with a Campaign.",
    },
  },
  async run({ $ }) {
    const data = removeNullEntries({
      CampaignId: this.campaignId,
      LeadId: this.leadId,
    });
    const response = await this.salesForceRestApi.createObject("CampaignMember", data);
    response && $.export("$summary", "Successfully added lead to campaign");
    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.

LabelPropTypeDescription
Salesforce (REST API)salesForceRestApiappThis component uses the Salesforce (REST API) app.
Campaign IDcampaignIdstringSelect a value from the drop down menu.
Lead IDleadIdstringSelect a value from the drop down menu.

Action Authentication

Salesforce (REST API) uses OAuth authentication. When you connect your Salesforce (REST API) account, Pipedream will open a popup window where you can sign into Salesforce (REST API) 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 (REST API) API.

Pipedream requests the following authorization scopes when you connect your account:

About Salesforce (REST API)

Web services API for interacting with Salesforce

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