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Attentive + Salesforce

Attentive + Salesforce

Attentive + Salesforce integrations

Send emails in Attentive and create new records in Salesforce

Boost your sales productivity with this seamless integration between Attentive and Salesforce. Whenever an email is sent from the Attentive platform, the pertinent details are entered immediately into Salesforce as a new record. This streamlined process ensures that all valuable email data gets captured in your CRM, enabling you to track correspondence data efficiently. No need for manual data entry or missed information — deploying this workflow will empower your team to focus more on customer engagement and building relationships.

  1. When this happens...
    Email Sent
    Email Sent
    Email SentThis event occurs when an email message is sent.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with Attentive and Salesforce

Discover other triggers and actions you can use with Attentive and Salesforce

  • Attentive triggers, actions, and search
    Custom Attribute Set

    This event occurs when a custom attribute is set.

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    Instant
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  • Attentive triggers, actions, and search
    Email Opened

    This event occurs when an email message is opened.

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    Instant
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  • Attentive triggers, actions, and search
    Email Subscribed

    This event occurs when a user opts in to an email subscription.

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    Instant
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  • Attentive triggers, actions, and search
    SMS Inbound Message

    An event notification is sent from Attentive when a user replies to an SMS.

    Trigger
    Instant
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  • Attentive triggers, actions, and search
    Email Message Link Clicked

    This event occurs when an email message link is clicked.

    Trigger
    Instant
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  • Attentive triggers, actions, and search
    Email Sent

    This event occurs when an email message is sent.

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    Instant
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  • Attentive triggers, actions, and search
    Email Unsubscribed

    This event occurs when a user opts out of an email subscription.

    Trigger
    Instant
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  • Attentive triggers, actions, and search
    SMS Message Link Clicked

    This event occurs when an SMS message link is clicked.

    Trigger
    Instant
    Try It
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About Attentive
Attentive® is the leader in conversational commerce, reinventing business to consumer communication. Our SMS-first software platform helps everyone from entrepreneurs to enterprises strengthen relationships with their consumers in a new way.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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