ConvertKit + Salesforce
Create Salesforce records for new ConvertKit sequence subscribers
Effortlessly streamline your marketing and sales efforts with this ConvertKit and Salesforce integration. When a new subscriber joins your ConvertKit sequence, a record will be created in Salesforce, keeping your lead management organized and up-to-date. Say goodbye to manual data entry and let this seamless workflow help your team focus on nurturing leads and closing deals.
Effortlessly streamline your marketing and sales efforts with this ConvertKit and Salesforce integration. When a new subscriber joins your ConvertKit sequence, a record will be created in Salesforce, keeping your lead management organized and up-to-date. Say goodbye to manual data entry and let this seamless workflow help your team focus on nurturing leads and closing deals.
- When this happens...New Sequence Subscriber
Triggers when a subscriber is added to a sequence.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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FormRequired
Try ItSequenceRequired
Try ItTagRequired
Try ItFormRequired
EmailRequired
First Name
Optin to Sequence
New Purchase
Triggers when a new purchase is added to your account.
Try ItNew Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Try ItNew Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Try ItTransaction IDRequired
EmailRequired
Subtotal
Tax
Shipping
Discount
Total
Currency
Transaction Time
Status
Product nameRequired
Product IDRequired
Product SKU
Product price
Product quantity
