Connect Direct Mail and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect Direct Mail to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Direct Mail with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Deleted Contact" from Direct Mail.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Direct Mail and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ProjectRequired
- ListRequired
Try ItTriggerInstant- ProjectRequired
Try ItTriggerInstant- ProjectRequired
- ListRequired
- EmailRequired
ActionWrite- ProjectRequired
- ListRequired
- EmailRequired
- Delete ContactRequired
ActionWrite
- ProjectRequired
- ListRequired
Try ItTriggerInstant- ProjectRequired
- ListRequired
- Type of Update
Try ItTriggerInstant- ProjectRequired
- ListRequired
- Group
- EmailRequired
- First Name
- Last Name
- Company Name
- Custom Fields
- Update Existing ContactRequired
ActionWrite- ProjectRequired
- ListRequired
- EmailRequired
- New Email
- First Name
- Last Name
- Company Name
- Custom Fields
- Unsubscribed
- Hard Bounced
- Ignore Blank FieldsRequired
- Group
ActionWrite
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Frequently Asked Questions about Direct Mail + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Direct Mail and Salesforce
What do I need to start using Direct Mail with Salesforce?
To integrate Direct Mail with Salesforce, you'll need an active account for both platforms. Additionally, ensure that you have the necessary permissions in Salesforce to create or update records because certain triggers or actions may involve creating new leads or updating contact information.
How can I trigger an email campaign in Direct Mail based on Salesforce data?
Our integration allows you to set up triggers such as 'New Lead' in Salesforce, which can automatically initiate an email campaign in Direct Mail. You'll need to define the criteria for new leads so that when a record matches those conditions, it triggers the email process.
Can I update contacts in Salesforce from Direct Mail activities?
Yes, you can automate updates in Salesforce based on interactions recorded in Direct Mail. For instance, if a recipient opens an email or clicks a link, this can trigger an update of their status or other contact details in your Salesforce database.
Is it possible to segment my email list in Direct Mail using information from Salesforce?
Absolutely! You can use data fields from your Salesforce records as segmentation criteria for creating targeted lists within Direct Mail. This helps ensure your messages are reaching the right audience based on up-to-date CRM data.
What actions can be automated between Direct Mail and Salesforce?
You can automate numerous actions such as sending automated follow-up emails through Direct Mail when lead statuses change in Salesforce or capturing responses from an email campaign back into specific fields on a Salesforce record.
How do I handle errors that occur during the integration process?
If there are errors during integration, our system will typically log these issues and provide notifications. We advise checking these logs to diagnose any problems quickly. Ensure all required fields and configurations match between systems to minimize errors.
Are there any limitations when integrating Direct Mail with Salesforce?
While our integration is robust, some limitations could include API call limits set by either platform and potential mapping issues if field names don't align perfectly between systems. It's essential to review platform documentation for any restrictions related specifically to your setup.