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← Pipedrive + Salesforce integrations

Create Account with Salesforce API on New Person (Instant) from Pipedrive API

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New Person (Instant) from the Pipedrive API
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Create Account with the Salesforce API
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Getting Started

This integration creates a workflow with a Pipedrive trigger and Salesforce 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 Person (Instant) trigger
    1. Connect your Pipedrive account
  3. Configure the Create Account action
    1. Connect your Salesforce account
    2. Configure docsInfo
    3. Configure Account Name
    4. Optional- Configure Account Number
    5. Optional- Configure Description
    6. Optional- Configure Phone
    7. Optional- Configure Website
    8. Optional- Configure See All Props
  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

New Person (Instant) on Pipedrive
Description:Emit new event when a new person is created.
Version:0.0.12
Key:pipedrive-new-person-instant

Pipedrive Overview

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Trigger Code

import common from "../common/base.mjs"; import sampleEmit from "./test-event.mjs"; export default { ...common, key: "pipedrive-new-person-instant", name: "New Person (Instant)", description: "Emit new event when a new person is created.", version: "0.0.12", type: "source", dedupe: "unique", methods: { ...common.methods, getExtraData() { return { event_action: "create", event_object: "person", }; }, getSummary(body) { return `New Person successfully created: ${body.data.id}`; }, }, sampleEmit, };

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
PipedrivepipedriveappThis component uses the Pipedrive app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

Pipedrive uses OAuth authentication. When you connect your Pipedrive account, Pipedream will open a popup window where you can sign into Pipedrive and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Pipedrive API.

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

About Pipedrive

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

Action

Create Account on Salesforce
Description:Creates a Salesforce account. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm)
Version:0.3.4
Key:salesforce_rest_api-create-account

Salesforce 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 common, { getProps } from "../common/base-create-update.mjs"; import account from "../../common/sobjects/account.mjs"; export const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm"; export default { ...common, key: "salesforce_rest_api-create-account", name: "Create Account", description: `Creates a Salesforce account. [See the documentation](${docsLink})`, version: "0.3.4", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", methods: { ...common.methods, getObjectType() { return "Account"; }, getAdvancedProps() { return account.extraProps; }, }, props: getProps({ objType: account, docsLink, }), async run({ $ }) { /* eslint-disable no-unused-vars */ const { salesforce, getAdvancedProps, getObjectType, getAdditionalFields, formatDateTimeProps, useAdvancedProps, docsInfo, dateInfo, additionalFields, ...data } = this; /* eslint-enable no-unused-vars */ const response = await salesforce.createRecord("Account", { $, data: { ...data, ...getAdditionalFields(), }, }); $.export("$summary", `Successfully created account "${this.Name}"`); 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
SalesforcesalesforceappThis component uses the Salesforce app.
Account NameNamestring

Name of the account. Max 255 characters.

Account NumberAccountNumberstring

Account number assigned to this account (not the unique, system-generated ID assigned during creation). Max 40 characters.

DescriptionDescriptionstring

Text description of the account. Limited to 32,000 KB.

PhonePhonestring

Phone number for this account. Max 40 characters.

WebsiteWebsitestring

The website of this account. Max 255 characters.

See All PropsuseAdvancedPropsboolean

Set to true to see all available props for this object.

Action Authentication

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

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

About Salesforce

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

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Popular Triggers

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New Deal (Instant) from the Pipedrive API

Emit new event when a new deal is created.

 
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New Event (Instant) from the Pipedrive API

Emit new event when a new webhook event is received. See the documentation

 
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New Person (Instant) from the Pipedrive API

Emit new event when a new person is created.

 
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Person Updated (Instant) from the Pipedrive API

Emit new event when a person is updated.

 
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Case Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when a case is updated. See the documentation

 
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Email Template Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when an email template is updated. See the documentation

 
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Knowledge Article Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when a knowledge article is updated. See the documentation

 
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Emit new event when a case is created. See the documentation

 
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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

 
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New Email Template (Instant, of Selectable Type) from the Salesforce API

Emit new event when an email template is created. See the documentation

 
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New Knowledge Article (Instant, of Selectable Type) from the Salesforce API

Emit new event when a knowledge article is created. See the documentation

 
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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

 
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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

 
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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

 
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Popular Actions

Add Activity with the Pipedrive API

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Adds a new deal. See the Pipedrive API docs for Deals here

 
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Add Lead with the Pipedrive API

Create a new lead in Pipedrive. See the documentation

 
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Add Note with the Pipedrive API

Adds a new note. For info on adding an note in Pipedrive

 
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Add Organization with the Pipedrive API

Adds a new organization. See the Pipedrive API docs for Organizations here

 
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Add Person with the Pipedrive API

Adds a new person. See the Pipedrive API docs for People here

 
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Get Lead by ID with the Pipedrive API

Get a lead by its ID. See the documentation

 
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Get person details with the Pipedrive API

Get details of a person by their ID. See the documentation

 
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Merge Deals with the Pipedrive API

Merge two deals in Pipedrive. See the documentation

 
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Merge Persons with the Pipedrive API

Merge two persons in Pipedrive. See the documentation

 
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Remove Duplicate Notes with the Pipedrive API

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

 
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Search Leads with the Pipedrive API

Search for leads by name or email. See the documentation

 
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Search Notes with the Pipedrive API

Search for notes in Pipedrive. See the documentation

 
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Search persons with the Pipedrive API

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

 
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Update Deal with the Pipedrive API

Updates the properties of a deal. See the Pipedrive API docs for Deals here

 
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Update Person with the Pipedrive API

Updates an existing person in Pipedrive. See the documentation

 
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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

 
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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

 
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Converts a SOAP XML Object received from Salesforce to JSON

 
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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

 
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Create Accounts (Batch) with the Salesforce API

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

 
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Create Attachment with the Salesforce API

Creates an Attachment on a parent object. See the documentation

 
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Create Campaign with the Salesforce API

Creates a marketing campaign. See the documentation

 
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Create Case with the Salesforce API

Creates a Case, which represents a customer issue or problem. See the documentation

 
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Create Case Comment with the Salesforce API

Creates a Case Comment on a selected Case. See the documentation

 
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Create Contact with the Salesforce API

Creates a contact. See the documentation

 
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Create Content Note with the Salesforce API

Creates a content note. See the documentation and Set Up Notes

 
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Create Event with the Salesforce API

Creates an event. See the documentation

 
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Create Lead with the Salesforce API

Creates a lead. See the documentation

 
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Create Note with the Salesforce API

Creates a note. See the documentation

 
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Create Opportunities (Batch) with the Salesforce API

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

 
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Create Opportunity with the Salesforce API

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Create Record with the Salesforce API

Create a record of a given object. See the documentation

 
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Create Task with the Salesforce API

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Create User with the Salesforce API

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Delete Opportunity with the Salesforce API

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Find Records with the Salesforce API

Retrieves selected fields for some or all records of a selected object. See the documentation

 
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Get Case with the Salesforce API

Retrieves a case by its ID. See the documentation

 
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Get Knowledge Articles with the Salesforce API

Get a page of online articles for the given language and category through either search or query. See the documentation

 
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Get Knowledge Data Category Groups with the Salesforce API

Fetch data category groups visible to the current user. See the documentation

 
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Retrieves a user by their ID. See the documentation

 
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Insert Blob Data with the Salesforce API

Inserts blob data in Salesforce standard objects. See the documentation

 
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List Case Comments with the Salesforce API

Lists all comments for a case. See the documentation

 
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List Email Messages with the Salesforce API

Lists all email messages for a case. See the documentation

 
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List Email Templates with the Salesforce API

Lists all email templates. See the documentation

 
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Lists all knowledge articles. See the documentation

 
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Post a Message to Chatter Feed with the Salesforce API

Post a feed item in Chatter. See the documentation

 
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Searches for records in an object using a parameterized search. See the documentation

 
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Sends an email. See the documentation

 
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SOQL Query (Object Query) with the Salesforce API

Executes a Salesforce Object Query Language (SOQL) query-based, SQL-like search.

 
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SOSL Search (Object Search) with the Salesforce API

Executes a Salesforce Object Search Language (SOSL) text-based search query.

 
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Update Account with the Salesforce API

Updates a Salesforce account. See the documentation

 
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Update Accounts (Batch) with the Salesforce API

Update multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

 
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Update Contact with the Salesforce API

Updates a contact. See the documentation

 
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Update Email Template with the Salesforce API

Updates an email template. See the documentation

 
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Update Opportunities (Batch) with the Salesforce API

Update multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

 
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Update Opportunity with the Salesforce API

Updates an opportunity. See the documentation

 
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Update Record with the Salesforce API

Update fields of a record. See the documentation

 
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Upsert Record with the Salesforce API

Create or update a record of a given object. See the documentation

 
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