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Set up your first integration
Quickly connect Flodesk to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Flodesk 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 "Subscriber Added to Segment" from Flodesk.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Flodesk 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.
- SegmentRequired
Try ItTriggerInstant- Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Try ItTriggerInstant - EmailRequired
- WorkflowRequired
ActionWrite- EmailRequired
- SegmentRequired
ActionWrite
- Subscriber Created
Triggers when a new subscriber is created.
Try ItTriggerInstant - EmailRequired
- SegmentRequired
ActionWrite- SegmentRequired
- EmailRequired
- First Name
- Last Name
- Double opt-in
ActionWrite- EmailRequired
- WorkflowRequired
ActionWrite
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Practical ways you can use Flodesk and Salesforce
Sync customer emails with CRM
When a new subscriber is added to a specific Flodesk segment, Zapier automatically creates the subscriber as a new contact in Salesforce. This automation ensures your CRM remains up-to-date with minimal manual input, reducing the risk of missed interactions.
Business OwnerAdd Salesforce leads to Flodesk segments
When a new lead is created in Salesforce, Zapier automatically adds the lead's contact details to a designated segment in Flodesk. This allows you to target fresh leads with tailored email campaigns immediately, helping improve engagement and lead nurturing efficiency.
Marketing & Marketing OpsTag closed deals for marketing follow-up
When an opportunity's stage in Salesforce changes to 'Closed Won,' Zapier adds the associated contact to a Flodesk workflow. This ensures your marketing team can promptly follow up with targeted campaigns to nurture customer relationships and encourage repeat business.
Sales OpsLearn how to automate Flodesk on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Flodesk + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Flodesk and Salesforce
How do I integrate Flodesk with Salesforce?
To integrate Flodesk with Salesforce, you can use our integration platform which allows you to connect the two applications through specific triggers and actions. Common triggers from Salesforce might include new contact creation, while actions can involve adding these contacts to an email sequence in Flodesk.
Can I automatically add new leads from Salesforce to my Flodesk mailing list?
Yes, you can set up a trigger in Salesforce that automatically adds new leads to a specified mailing list in Flodesk. This ensures that your new leads are immediately entered into your email marketing campaigns.
What types of triggers can be used when integrating Flodesk and Salesforce?
Triggers when integrating with Salesforce include events such as a new contact or lead creation, account updates, or opportunity changes. These triggers can then initiate specific actions within your Flodesk account.
Are there any limitations when integrating Flodesk with Salesforce?
While most standard features are supported, certain custom fields in Salesforce may not map directly to Flodesk due to compatibility constraints. It’s always a good idea to review field mapping during setup.
Do I need any technical skills to integrate Flodesk with Salesforce?
Basic technical skills are helpful but not necessary. Our integration platform provides an intuitive interface allowing you to set up automated workflows between Flodesk and Salesforce without advanced programming skills.
How often is data synced between Flodesk and Salesforce once integrated?
Data sync frequency depends on the specific settings you choose during integration setup. Typically, real-time sync is available for most actions and triggers ensuring up-to-date data flow between systems.
Is it possible to customize workflows between Flodesk and Salesforce?
Yes, you can create customized workflows by selecting various combinations of triggers from Salesforce and subsequent actions within Flodesk. This flexibility allows tailored solutions for unique business needs.
