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← Salesforce + CompanyHub integrations

Create Contact with CompanyHub API on Case Updated (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for CompanyHub, Salesforce and 2,900+ other apps remarkably fast.

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Case Updated (Instant, of Selectable Type) from the Salesforce API
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Create Contact with the CompanyHub API
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Getting Started

This integration creates a workflow with a Salesforce trigger and CompanyHub 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 Case Updated (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Optional- Select one or more Fields to Obtain
  3. Configure the Create Contact action
    1. Connect your CompanyHub account
    2. Configure First Name
    3. Configure Last Name
    4. Optional- Configure Email
    5. Optional- Select a Company ID
    6. Optional- Configure Phone Number
    7. Optional- Configure Designation
    8. Optional- Configure Description
    9. Optional- Select a Source
    10. Optional- Configure Next Follow Up Date
    11. Optional- Configure Has Opted Out of Emails
    12. Optional- Configure Street Address
    13. Optional- Configure City
    14. Optional- Configure State/Province
    15. Optional- Configure Country
    16. Optional- Configure Postal Code
  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

Case Updated (Instant, of Selectable Type) on Salesforce
Description:Emit new event when a case is updated. [See the documentation](https://sforce.co/3yPSJZy)
Version:0.0.5
Key:salesforce_rest_api-case-updated-instant

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.

Trigger Code

import common from "../common/common-updated-record.mjs"; import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform"; export default { ...common, type: "source", name: "Case Updated (Instant, of Selectable Type)", key: "salesforce_rest_api-case-updated-instant", description: "Emit new event when a case is updated. [See the documentation](https://sforce.co/3yPSJZy)", version: "0.0.5", props: { salesforce: common.props.salesforce, db: "$.service.db", http: { type: "$.interface.http", customResponse: true, }, timer: { type: "$.interface.timer", description: "The timer is only used as a fallback if instant event delivery (webhook) is not available.", default: { intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL, }, }, fieldsToObtain: { propDefinition: [ common.props.salesforce, "fieldsToObtain", () => ({ objType: "Case", }), ], optional: true, description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.", }, }, methods: { ...common.methods, getObjectType() { return "Case"; }, }, };

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

The timer is only used as a fallback if instant event delivery (webhook) is not available.

Fields to ObtainfieldsToObtainstring[]Select a value from the drop down menu.

Trigger 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.

Action

Create Contact on CompanyHub
Description:Creates a new contact. [See the documentation](https://companyhub.com/docs/api-documentation)
Version:0.0.2
Key:companyhub-create-contact

CompanyHub Overview

The CompanyHub API offers a platform for seamless CRM automation, enabling you to streamline sales processes, manage customer interactions, and analyze data efficiently. With it, you can automate tasks like data entry, lead tracking, and follow-ups, saving time and eliminating manual errors. Pipedream's integration capabilities allow you to connect CompanyHub with other apps to create custom, automated workflows that trigger actions based on events, sync data across platforms, or generate real-time notifications.

Action Code

import companyhub from "../../companyhub.app.mjs"; export default { key: "companyhub-create-contact", name: "Create Contact", description: "Creates a new contact. [See the documentation](https://companyhub.com/docs/api-documentation)", version: "0.0.2", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { companyhub, firstName: { type: "string", label: "First Name", description: "The first name of the contact", }, lastName: { type: "string", label: "Last Name", description: "The last name of the contact", }, email: { type: "string", label: "Email", description: "The email address of the contact", optional: true, }, companyId: { propDefinition: [ companyhub, "companyId", ], }, phone: { type: "string", label: "Phone Number", description: "The phone number of the contact", optional: true, }, designation: { type: "string", label: "Designation", description: "The designation of the contact", optional: true, }, description: { type: "string", label: "Description", description: "The description of the contact", optional: true, }, source: { type: "string", label: "Source", description: "The source of the contact", optional: true, options: [ "Web", "Call", "Referral", "Other", ], }, nextFollowUpDate: { type: "string", label: "Next Follow Up Date", description: "The next follow up date with the contact. E.g. `2025-03-14T00:00:00`", optional: true, }, hasOptedOutOfEmails: { type: "boolean", label: "Has Opted Out of Emails", description: "Whether the contact has opted out of emails", optional: true, }, street: { type: "string", label: "Street Address", description: "The street address of the contact", optional: true, }, city: { type: "string", label: "City", description: "The city where the contact is located", optional: true, }, state: { type: "string", label: "State/Province", description: "The state or province where the contact is located", optional: true, }, country: { type: "string", label: "Country", description: "The country where the contact is located", optional: true, }, postalCode: { type: "string", label: "Postal Code", description: "The postal code of the contact's address", optional: true, }, }, async run({ $ }) { const response = await this.companyhub.createContact({ $, data: { FirstName: this.firstName, LastName: this.lastName, Email: this.email, Company: this.companyId, Phone: this.phone, Designation: this.designation, Description: this.description, Source: this.source, NextFollowUpDate: this.nextFollowUpDate, HasOptedOutOfEmails: this.hasOptedOutOfEmails, Street: this.street, City: this.city, State: this.state, Country: this.country, PostalCode: this.postalCode, }, }); if (response.Success) { $.export("$summary", `Successfully created contact with ID: ${response.Id}`); } 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
CompanyHubcompanyhubappThis component uses the CompanyHub app.
First NamefirstNamestring

The first name of the contact

Last NamelastNamestring

The last name of the contact

Emailemailstring

The email address of the contact

Company IDcompanyIdstringSelect a value from the drop down menu.
Phone Numberphonestring

The phone number of the contact

Designationdesignationstring

The designation of the contact

Descriptiondescriptionstring

The description of the contact

SourcesourcestringSelect a value from the drop down menu:WebCallReferralOther
Next Follow Up DatenextFollowUpDatestring

The next follow up date with the contact. E.g. 2025-03-14T00:00:00

Has Opted Out of EmailshasOptedOutOfEmailsboolean

Whether the contact has opted out of emails

Street Addressstreetstring

The street address of the contact

Citycitystring

The city where the contact is located

State/Provincestatestring

The state or province where the contact is located

Countrycountrystring

The country where the contact is located

Postal CodepostalCodestring

The postal code of the contact's address

Action Authentication

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

To access your API Key and Subdomain, sign into your CompanyHub account, then navigate to Settings > Integrations.

About CompanyHub

CompanyHub is a sales automation CRM for sales teams that can be completely tailored for your industry.

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