Cakemail + Salesforce

Cakemail + Salesforce integrations

Create Cakemail contacts from new Salesforce records

Want to make follow-up a breeze? Easily connect with each new record or lead registered in Salesforce with this integration. It automatically generates a contact in a selected Cakemail list or updates contact information based on the email address.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Add or Update ContactAdd contact to a list or update an existing contact in a list
ActionWrite

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More things you can do with Salesforce and Cakemail

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

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Unsubscribed Contact
Triggers when a Contact is unsubscribed.
Trigger
Instant
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New Email Bounce
Triggers when an email bounces.
Trigger
Instant
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New Email Open
Triggers when a new Email Open is tracked.
Trigger
Instant
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New Suppressed Email
Triggers when a new Suppressed Email is added.
Trigger
Instant
Try It
- Email
  Required
- Send double opt-in/confirmation email
  Required
- Tags
- Interests
Action
Write
- Recipient Email
  Required
- Subject
  Required
- Content
  Required
- Tracking Opens
- Track clicks in HTML version
- Track clicks in text version
Action
Write
- Email
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Contact
Triggers when a new Contact is added.
Trigger
Instant
Try It
New Email Click
Triggers when a new Email Click is tracked.
Trigger
Instant
Try It
New List
Triggers when a List is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a Contact is updated.
Trigger
Instant
Try It
- Email
  Required
Action
Write
- Email
  Required
Action
Write

About Cakemail

Cakemail provides all the tools you need to deliver the emails people want. Engage your audience and grow your business with the tools and ongoing support you need to send marketing emails.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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