Campaign Monitor + Cognito Forms + Salesforce Integrations

How to connect Campaign Monitor + Cognito Forms + Salesforce

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Do even more with Campaign Monitor + Cognito Forms + Salesforce

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Campaign Monitor, Cognito Forms, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Bounce
Triggers when an campaign email to someone bounces (ie. could not be delivered).
Trigger
Scheduled
New Click Through
Triggers when someone clicks through an email from one of your Campaigns.
Trigger
Scheduled
New Client
Triggers when a client is added to Campaign Monitor.
Trigger
Scheduled
New List
Triggers when a list is added for a client.
Trigger
Scheduled
New Email Open
Triggers when someone opens an email from one of your Campaigns.
Trigger
Scheduled

New Subscriber
Triggers when a new subscriber is added to a list.
Trigger
Scheduled
New Bounced Transactional Message
Triggers when a transactional message bounces.
Trigger
Scheduled

New Unsubscribe
Triggers when a someone unsubscribes from a list.
Trigger
Scheduled

Campaign Monitor
Sends a smart transactional email.
Scheduled
Action
Campaign Monitor
Create a new subscriber on a list.
Scheduled
Action
Campaign Monitor
Remove a subscriber from a list.
Scheduled
Action
Campaign Monitor
Update a subscriber on a list.
Scheduled
Action
Campaign Monitor
Find a subscriber by email within a given list.
Scheduled
Action
Campaign Monitor
Find or Create Subscriber
Scheduled
Action
Cognito Forms
Triggers when an entry is deleted.
Instant
Trigger
Cognito Forms
Triggers when someone fills out your form.
Instant
Trigger
Cognito Forms
Triggers when an order is created.
Instant
Trigger
Cognito Forms
Triggers when a payment is collected.
Instant
Trigger
Cognito Forms
Triggers when a refund is issued.
Instant
Trigger
Cognito Forms
Triggers when someone updates an entry.
Instant
Trigger
Cognito Forms
Creates a new entry.
Scheduled
Action
Cognito Forms
Updates an entry.
Scheduled
Action
Cognito Forms
Sets the availability of a form.
Scheduled
Action
Cognito Forms
Gets an entry document.
Scheduled
Action
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new File (max 25MB).
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

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How Campaign Monitor + Cognito Forms + Salesforce Integrations Work

Step 1: Authenticate Campaign Monitor, Cognito Forms, and Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Campaign Monitor + Cognito Forms + Salesforce

About Campaign Monitor

Campaign Monitor is an email marketing tool built for designers. Campaign Monitor makes it easy to send beautiful emails, manage lists and subscribers, and track the results of your campaigns.

Learn more

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About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more