Campaign Monitor + Salesforce

Campaign Monitor + Salesforce integrations

Create Salesforce leads from new Campaign Monitor subscribers

Expand your business network with ease with this helpful workflow. When a new subscriber signs up to your Campaign Monitor, this process will immediately generate a fresh lead in your Salesforce application. This efficient and timely automation fosters timely lead generation from subscriber activities, helping your team to stay ahead in maintaining valuable prospects.

When this happens...
New SubscriberTriggers when a new subscriber is added to a list.
TriggerPolling
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Campaign Monitor and Salesforce

Discover other triggers and actions you can use with Campaign Monitor and Salesforce

- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
New Client
Triggers when a client is added to Campaign Monitor.
Trigger
Polling
Try It
- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
- Client Account
  Required
Trigger
Polling
Try It
- Client Account
  Required
- Smart Email ID
  Required
- To
  Required
- Cc
- Bcc
- Add Recipients to List?
Action
Write

- Client Account
  Required
- List ID
  Required
- Email Address
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Mobile number
- SMS consent
- Resubscribe
- Restart Autoresponders
Action
Search or write
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

- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
- Client Account
  Required
Trigger
Polling
Try It
- List ID
  Required
- Client Account
  Required
Trigger
Polling
Try It
- List
  Required
- Client Account
  Required
Trigger
Polling
Try It
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Mobile number
- SMS consent
- Resubscribe
- Restart Autoresponders
Action
Write
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Resubscribe
- Restart Autoresponders
Action
Write
- Client Account
  Required
- List
  Required
- Email Address
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- 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

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 moreLearn moreHelpHelp

Related categories

Email Newsletters

Similar apps

Mailchimp

Marketing Automation

AWeber

Email Newsletters

GetResponse

Marketing Automation

About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new Campaign Monitor subscribers as Salesforce leads

"add new subscribers to Campaign Monitor when records in Salesforce are updated"

Unsubscribe from Campaign Monitor subscriptions when fields on Salesforce records are updated