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ConvertKit + Salesforce Essentials

Add new ConvertKit form subscribers to Salesforce Essentials campaigns

Easily keep track of new subscribers from your ConvertKit forms and seamlessly add them to a Salesforce Essentials campaign with this workflow. Once a new form subscriber is added in ConvertKit, this automation will create a contact in Salesforce Essentials and enroll them in the specified campaign. Streamline your audience engagement process and ensure your marketing efforts are always up-to-date.

Easily keep track of new subscribers from your ConvertKit forms and seamlessly add them to a Salesforce Essentials campaign with this workflow. Once a new form subscriber is added in ConvertKit, this automation will create a contact in Salesforce Essentials and enroll them in the specified campaign. Streamline your audience engagement process and ensure your marketing efforts are always up-to-date.

  1. When this happens...
    ConvertKitConvertKit
    New Form Subscriber

    Triggers when a subscription occurs on a specific form.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Add Contact to Campaign

    Adds an existing contact to an existing campaign.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • SequenceRequired

    Trigger
    Instant
    Try It
    • TagRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • EmailRequired

    • First Name

    • Optin to Sequence

    Action
    Write
  • ConvertKit triggers, actions, and search

    New Purchase

    Triggers when a new purchase is added to your account.

    Trigger
    Instant
    Try It
  • ConvertKit triggers, actions, and search

    New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

    Trigger
    Instant
    Try It
  • ConvertKit triggers, actions, and search

    New Unsubscribe

    Triggers when a subscriber unsubscribes from your emails.

    Trigger
    Instant
    Try It
    • Transaction IDRequired

    • EmailRequired

    • Subtotal

    • Tax

    • Shipping

    • Discount

    • Total

    • Currency

    • Transaction Time

    • Status

    • Product nameRequired

    • Product IDRequired

    • Product SKU

    • Product price

    • Product quantity

    Action
    Write
convertkit logo

About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

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salesforce-essentials logo

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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