Mailshake + Salesforce

Add new Mailshake leads to Salesforce as leads

Mailshake lets you determine what actions a recipient must take to be called a "lead." When the Mailshake lead catcher successfully finds a lead, this integration will automatically send them to Salesforce as a new lead.

When this happens...
New Lead
Triggers when a lead is created.
TriggerScheduled
automatically do this!
Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

- Campaign
  Only look for clicks in this campaign. Or leave blank to look at clicks across all campaigns.
- Exclude Duplicates?
  Only react to a recipient's first click of a specific link. More info.
- Match Link
  Only look at links with this exact url.
Trigger
Scheduled
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- Campaign
  Only look for leads from this campaign. Or leave blank to look at all campaigns.
- Lead Status
  Only look for a certain status change. Leave blank to consider all changes.
Trigger
Scheduled
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- Campaign
  Only look for opens in this campaign. Or leave blank to look at opens across all campaigns.
- Exclude Duplicates?
  Only react to a recipient's first open of a specific email. More info.
Trigger
Scheduled
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- CampaignRequired
- Email AddressRequired
- Full Name
  If first/last name are not specified, they will be set from this value.
- First Name
- Last Name
- Phone Number
- Facebook URL
- Instagram ID
- LinkedIn URL
- Twitter ID
- Account Name
- Text Replacements
  Fields that can be used in email templates for this person. First box is the name of the field, second is the value. Ergo: account and Firm ABC.
Action
Write
- CampaignRequired
- CSV FileRequired
  A publicly accessible link that hosts CSV-formatted data, column headers included. You must have a column (of any name) that represents an email address, and optionally a column to represent a full name. All other columns will be translated into fields that can be used for text replacements. Example header row looks like: "email,name,account" and on a separate line a recipient looks like: "john@doe.com,John Doe,Firm ABC".
- Email Address Column NameRequired
  The name of the column in your CSV file that represents recipient's email addresses.
- Full Name Column Name
  The name of the column in your data that represents a recipient's full name.
- Phone Number Column Name
  The name of the column in your data that represents a recipient's phone number.
- Facebook URL Column Name
  The name of the column in your data that represents a recipient's Facebook URL.
- Instagram ID Column Name
  The name of the column in your data that represents a recipient's Instagram ID.
- LinkedIn URL Column Name
  The name of the column in your data that represents a recipient's LinkedIn URL.
- Twitter ID Column Name
  The name of the column in your data that represents a recipient's Twitter ID.
- Account Column Name
  The name of the column in your data that represents a recipient's account.
Action
Write

- CampaignRequired
- Pause or Unpause?Required
  Whether the campaign should be paused or unpaused.
Action
Write
- Email AddressesRequired
  A comma (or newline) separated list of email addresses.
Action
Write

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
  This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
- Salesforce ObjectRequired
  Pick which type of object you want to watch for changes on.
Trigger
Scheduled
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- CampaignRequired
  Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- ContactRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
- CampaignRequired
  Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- LeadRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
Create Lead
Creates a new lead in Salesforce.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Lead to UpdateRequired
  Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- WHERE ClauseRequired
  Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
Action
Search

- Assignee
  Only look for leads assigned to this team member.
- Campaign
  Only look for leads created for this campaign. Or leave blank to look at all campaigns.
Trigger
Scheduled
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- Campaign
  Only look for emails sent from this campaign. Or leave blank to look at all campaigns.
- Message Type
  Only look at certain types of emails.
Trigger
Scheduled
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- Campaign
  Only look for replies in this campaign. Or leave blank to look at replies across all campaigns.
- Reply Type
  Limit what kind of replies to include.
Trigger
Scheduled
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- CampaignRequired
- Email AddressesRequired
  A comma (or newline) separated list of email addresses. Can include names like so: "John Doe" <john@doe.com>.
Action
Write
- CampaignRequired
  Leads will only be created from recipients in this campaign.
- Email AddressesRequired
  A comma (or newline) separated list of email addresses to create leads from.
Action
Write
- CampaignRequired
- Email AddressRequired
- Pause or Unpause?Required
  Whether the recipient should be paused or unpaused.
Action
Write
- CampaignRequired
  The campaign that has this lead.
- Email AddressRequired
- Lead Status
Action
Write
- Salesforce ObjectsRequired
  Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
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- Salesforce ObjectRequired
  Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to LinkRequired
- FileRequired
  The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
- VisibilityRequired
  Specifies whether this file is available to all users, internal users, or shared users.
Action
Write
- FileRequired
- Salesforce ObjectRequired
  Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
- Description
- Is Private
  Defaults to false if left blank.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
  Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Api Docs Info
  API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
- Search Results
  Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Search ValueRequired
Action
Search or write

About Mailshake

Mailshake is a simple outreach tool that works with any Google account.

Related categories

Drip Emails

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

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Mailshake + Salesforce

Add new Mailshake leads to Salesforce as leads

New Click

Campaign

Exclude Duplicates?

Match Link

New Lead Status

Campaign

Lead Status

New Open

Campaign

Exclude Duplicates?

Add Recipient by Email Address

CampaignRequired

Email AddressRequired

Full Name

First Name

Last Name

Phone Number

Facebook URL

Instagram ID

LinkedIn URL

Twitter ID

Account Name

Text Replacements

Add Recipients From CSV

CampaignRequired

CSV FileRequired

Email Address Column NameRequired

Full Name Column Name

Phone Number Column Name

Facebook URL Column Name

Instagram ID Column Name

LinkedIn URL Column Name

Twitter ID Column Name

Account Column Name

Pause/Unpause Campaign

CampaignRequired

Pause or Unpause?Required

Unsubscribe Recipients

Email AddressesRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Contact

Create Lead

Create Record (UTC)

Salesforce ObjectRequired

Update Lead

Lead to UpdateRequired

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Find Record

Salesforce ObjectRequired

Search ValueRequired

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

New Lead

Assignee

Campaign

New Message Sent

Campaign

Message Type

New Reply

Campaign

Reply Type

Add Recipients by Email Addresses

CampaignRequired

Email AddressesRequired

Create Leads

CampaignRequired