Mailshake + Salesforce Integrations
How to connect Mailshake + Salesforce
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Popular Mailshake + Salesforce workflows
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New ClickTriggers when a recipient clicks on a link.Trigger- New LeadTriggers when a lead is created.Trigger
- New Lead StatusTriggers when the status of a lead changes.Trigger
- New Message SentTriggers when an email is sent to a recipient from one of the campaign sequence messages.Trigger
- New OpenTriggers when a recipient opens an email.Trigger
- New ReplyTriggers when a recipient replies to one of your messages.Trigger
- Add Recipient by Email AddressAdds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.Action
- Add Recipients by Email AddressesAdds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent.Action
- Mailshake
Adds a list of recipients to a campaign via a CSV file. Each column can be used as a text replacement. NOTE: This can cause emails to immediately be sent.
Scheduled
Action
- Mailshake
Creates leads from existing recipients that match the given email addresses.
Scheduled
Action
- Mailshake
Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.
Scheduled
Action
- Mailshake
Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.
Scheduled
Action
- Mailshake
Unsubscribes one or more recipients from all current and future campaigns for your team.
Scheduled
Action
- Mailshake
Updates lead status to Won, Lost, Ignored, or Reopened.
Scheduled
Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How Mailshake + Salesforce Integrations Work
- Step 1: Authenticate Mailshake and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Mailshake
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