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Instiller + Salesforce

Add new Salesforce contacts as Instiller users

Use Zapier to start adding new Salesforce contacts onto Instiller email lists and to send a schedule of one or more emails over a period of time. Once Salesforce and Instiller are connected, all new Salesforce contacts will be automatically added as Instiller users. This integration doesn't use existing data and only applies to contacts created after it's setup.

Use Zapier to start adding new Salesforce contacts onto Instiller email lists and to send a schedule of one or more emails over a period of time. Once Salesforce and Instiller are connected, all new Salesforce contacts will be automatically added as Instiller users. This integration doesn't use existing data and only applies to contacts created after it's setup.

  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!
    InstillerInstiller
    Add / Update User

    Creates a new User or updates an existing record.

    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
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    • 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 Instiller

Instiller makes it easy to create and send beautifully designed email campaigns that display perfectly on both mobile and desktop.

Related categories

  • Email
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About Salesforce

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

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier