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ConvertKit + Salesforce

Add new Salesforce records to ConvertKit subscriber sequence

Kickstart your email marketing by integrating Salesforce with ConvertKit. With this workflow, when a new record appears in Salesforce, that contact is instantly added as a subscriber to a sequence in ConvertKit. It saves you time and ensures immediate engagement with your new contacts, enhancing your email marketing efforts.

Kickstart your email marketing by integrating Salesforce with ConvertKit. With this workflow, when a new record appears in Salesforce, that contact is instantly added as a subscriber to a sequence in ConvertKit. It saves you time and ensures immediate engagement with your new contacts, enhancing your email marketing efforts.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    ConvertKitConvertKit
    Add Subscriber to Sequence

    Add a subscriber to a specific sequence.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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.

Related categories

  • Drip Emails

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About Salesforce

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

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