How to integrate Salesforce via Zapier
Connect Salesforce with Sender through Zapier to automate lead and contact management. This integration ensures that whenever a new contact is added in Salesforce, their details are instantly synced with your Sender account. You can also update existing subscribers and trigger automations for a seamless email marketing experience.
Follow this guide to connect Salesforce and Sender:
Head to Zapier, log in to your account and click “Create” to make a new Zap:
Name the Zap, for the trigger search for “Salesforce” and select it from the list.
After selecting the trigger app, choose the appropriate trigger event for your integration. In this case, we will pick “New Contact.”
Also, connect your Salesforce account to the trigger and test the connection.
Once the test is done, setup the action step by firstly searching for Sender in apps.
For the action event choose “Add/Update Subscriber” and connect your Sender account.
- In the “Configure” step, align Salesforce fields with the corresponding fields in Sender to ensure precise data transfer to your custom fields.
- Choose whether to update existing subscribers if they’re already in your list by selecting the appropriate setting.
- Assign new subscribers to the correct group for easier identification and tracking of their source once imported into Sender.
- To manage automation triggers, select “True” to enable or “False” to disable automation in the “Activate Automation” section at the bottom.
Test the connection to ensure everything is setup correctly.
Finally, publish your Zap to activate the integration and ensure a smooth data flow.
That’s it!
If you got stuck on a specific task or can’t find a way to execute a particular job, contact our support team via LiveChat or [email protected] – we’re here to help 24/7.
