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Direct Mail
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Direct Mail
1. Choose trigger event
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Salesforce
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Salesforce
2. Choose action
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1. Select the event
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Direct Mail
Choose a trigger event

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.

    • Project
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    • List
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    Trigger
    Instant
    Try It
    • Project
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    Trigger
    Instant
    Try It
    • Project
      Required
    • List
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    • Email
      Required
    Action
    Write
    • Project
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    • List
      Required
    • Email
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    • Delete Contact
      Required
    Action
    Write
    • Project
      Required
    • List
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    Trigger
    Instant
    Try It
    • Project
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    • List
      Required
    • Type of Update
    Trigger
    Instant
    Try It
    • Project
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    • List
      Required
    • Group
    • Email
      Required
    • First Name
    • Last Name
    • Company Name
    • Custom Fields
    • Update Existing Contact
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    Action
    Write
    • Project
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    • List
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    • Email
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    • New Email
    • First Name
    • Last Name
    • Company Name
    • Custom Fields
    • Unsubscribed
    • Hard Bounced
    • Ignore Blank Fields
      Required
    • Group
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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Connect Direct Mail and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Direct Mail to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.

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About Direct Mail
Direct Mail is a native OS X app for creating, sending, and tracking email campaigns. Includes tools for building mailing list sign-up forms, autoresponders, dynamic content, and more. Works offline and online, including cloud collaboration features.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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