Overview

Pipedream is a developer-friendly, low-code platform that allows you to build workflows triggered by events, schedules, or app interactions, enhancing operational efficiency and flexibility.

Integrating CleverTap with Pipedream automates workflows and streamlines processes by connecting multiple data sources. Pipedream transforms incoming data into the required format and sends it to CleverTap. This enables powerful actions such as updating user profiles or capturing events directly on the CleverTap dashboard, helping you achieve more with less effort. For example, with this integration, you can:

• Capture sign-up data and trigger personalized welcome campaigns.
• Record purchase events and send thank you emails or product recommendations.
• Detect cart abandonment events and trigger re-engagement notifications or emails.

Prerequisites for Integration

The following are the prerequisites:

• Ensure you have access to your Pipedream account.
• Ensure you have a CleverTap account with valid Account ID, Passcode, and Region.

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Support for Integration

This integration is managed and continuously improved by Pipedream. The CleverTap and Pipedream integration has undergone stringent testing to ensure seamless functionality. For any questions or issues, contact Pipedream for support and resolution.

Integrate Pipedream with CleverTap

To integrate Pipedream with CleverTap, you must add CleverTap as an action in your Pipedream workflow to connect your source data with CleverTap's engagement tools. This enables seamless synchronization and ensures real-time, accurate data power the user engagement strategies.

To configure CleverTap Actions on Pipedream:

1. Click + in your workflow to Add Action.
2. Search for CleverTap in the action library
3. Select from the following for Pre-built Actions to send pre-defined user properties to CleverTap:
   • Create or Update User Data,
   • Upload User Events, or
   • Select Custom Actions to send custom user properties to CleverTap

Create or Update User Data

Select this action to link data from your source application to add or update user profiles in CleverTap. To do so, you must map key fields such as email, name, phone number, and unique identity to sync user data as follows:

1. Select the Create or Update User action under the Pre-built Actions section.
2. Click Connect a CleverTap Account and enter the required credential information as follows:

3. (Optional) Test the connection and click Save to establish the connection.
4. Map the following fields:

4. Test and deploy the workflow to verify that user data is reflected in CleverTap and activates automatically whenever the trigger runs.

You can verify if the user profile was created or updated by navigating to the Segments page on the CleverTap dashboard.

Upload User Events

Select this action to send user activity data to CleverTap, using pre-defined event names, to track actions and interactions for advanced analytics and engagement. To do so, follow these steps:

1. Select the Upload User Events action under the Pre-built Actions section.
2. Connect a CleverTap Account, refer to Step 2 of Create or Update User Data.
3. Configure the following event details:

Example Data:

{
  "Product Name": "Casio Watch",
  "Category": "Mens Watch"
}

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Supported Event Types

Both custom events and in-built events are supported when configuring CleverTap actions in Pipedream. Custom events refer to events you define, while in-built events are predefined in CleverTap (for example, Charged).

3. Test and deploy the workflow to ensure the event data is uploaded to the CleverTap dashboard and is linked to the correct user profile.

To verify if the data is uploaded correctly, go to the User Profiles or Event Analytics page from the CleverTap dashboard.

Build any CleverTap API request (Custom User Properties)

Select this action to send custom user properties to CleverTap to track user actions for advanced analytics and engagement. To do so, follow these steps:

1. Select Build any CleverTap API request under the Custom Actions section.

2. Configure Headers to connect the CleverTap Account:

   1. HTTP Method: Set the method to POST to push the custom user properties to CleverTap.
   2. Base URL: Enter the API endpoint based on the region of your CleverTap account. To identify the API endpoint for the region of your account, refer to Region.
   
   
   JSON

   <https://<region>>.api.clevertap.com/1/upload
   

   iii. Add the following key-value pairs in the headers:

   Header Key	Description
   User-Agent	pipdream/1
   Content-Type	application/json
   X-CleverTap-Account-Id	Your CleverTap Account ID
   X-CleverTap-Passcode	Your CleverTap Passcode

3. Configure the Request Body.

   You can push user profiles with custom user properties. Use key-value pairs or raw JSON to map the data to the respective source fields. Click Edit Raw JSON to add JSON payload.

The following is the sample payload you can add to the request body. In this example, CustomerID represents a custom user property that can be uploaded to CleverTap:

{
  "d": [
    {
      "Email":   "{{steps.trigger.event.newRow[2]}} ",
      "type": "profile",
      "profileData": {
        "CustomerID" : "{{steps.trigger.event.newRow[4]}}"
      }
    }
  ]
}
//we can add custom properties and additional details about the user to this 

4. Test and deploy the workflow to ensure the custom user properties and user profiles are uploaded to the CleverTap dashboard.

To verify if the custom user properties and user profiles are uploaded correctly, go to the User Profiles or Event Analytics page from the CleverTap dashboard.

FAQs

What use cases does Pipedream and CleverTap integration solve?

You can automate workflows such as updating user profiles, tracking custom events, and enhancing user engagement through personalized campaigns.

Can I track custom events in CleverTap using Pipedream?

You can send custom events to CleverTap with event names and details, such as product information or user actions.