MDirector + Salesforce

MDirector + Salesforce integrations

Create MDirector contacts from new Salesforce records

If you need new Salesforce records to be added automatically to MDirector in order to send emails to contacts, use this Zap. You can check that the contact has been added correctly by consulting the MDirector list you have selected and viewing the contact's registration date as well as the info fields.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create/Update ContactCreates a new contact, or updates an existing contact.
ActionWrite

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More things you can do with Salesforce and MDirector

Discover other triggers and actions you can use with Salesforce and MDirector

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- List
- Tag
Trigger
Instant
Try It
- List
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
- Links
  Required
Trigger
Instant
Try It
- Landing Page
  Required
Trigger
Instant
Try It
- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
Try It
- List
Trigger
Instant
Try It
- List name
Action
Write
- List Id
  Required
- Contact Id
  Required
- Tag name
  Required
Action
Write
- Email contact
  Required
- Contact List
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- List
- Tag
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
Trigger
Instant
Try It
- Campaign
- Deliveries
  Required
Trigger
Instant
Try It
- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
Try It
- List
- Include contacts that have been added/modified in mass imports
  Required
Trigger
Instant
Try It
- List Id
  Required
- Contact Id
  Required
- Tag name
  Required
Action
Write
- Contact list
- Email
- Mobile
- Name
- Surname
- Second surname
- Birthday
- Sex
- Reference
- Country
- Province
- City
- Postal code
- Allow unsubscription
- Send notifications
- Tags
Action
Write
- Email
  Required
- Movil
- Reason
  Required
Action
Write

About MDirector

MDirector is an Email Marketing and text messaging platform that incorporates a Landing Page builder and Real Time Bidding (RTB) in the same tool.

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Related categories

Marketing

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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