OptiPub + Salesforce Essentials

OptiPub + Salesforce Essentials integrations

Create Salesforce Essentials records for new OptiPub subscriptions

This template creates a record in Salesforce Essentials whenever there is a new subscription in OptiPub. This helps keep subscriber data up-to-date across systems.

When this happens...
SubscribeTriggers when a new subscription has occurred.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
ActionWrite

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More things you can do with OptiPub and Salesforce Essentials

Discover other triggers and actions you can use with OptiPub and Salesforce Essentials

Feedback Loop
Triggers when a feedback loop message received.
Trigger
Instant
Try It
List-Unsubscribe
Triggers when a list-unsubscribe was received.
Trigger
Instant
Try It
Unsubscribe
Triggers when a subscription has been cancelled.
Trigger
Instant
Try It
- Identifier
  Required
- Tags
  Required
Action
Write
- Publication ID
  Required
- Active
  Required
- Author ID
  Required
- Canonical URL
- Content
  Required
- Description
  Required
- Meta Description
  Required
- Resource Category ID
  Required
- Show On Website
  Required
- Featured
  Required
- Show Date
  Required
- Display Date
- Title
  Required
- Subtitle
- Email Subject Line
- Email Preview Line
- Tags
Action
Write

- Email Address
  Required
- Segment ID
  Required
Action
Write
- Recipient Email Address
  Required
- Sender ID
  Required
- Reply Sender ID
  Required
- Binding ID
  Required
- Email Subject
  Required
- HTML Message Content
  Required
Action
Write

- Identifier
  Required
Action
Search
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Lead
  Required
Action
Write
- Salesforce Object
  Required
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
Action
Search or write

Hard Bounce
Triggers when a hard bounce was received.
Trigger
Instant
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Subscribe
Triggers when a new subscription has occurred.
Trigger
Instant
Try It
- Email Address
  Required
- Segment ID
  Required
- Variables
Action
Write
- Subscription ID
- Email
- Publication ID
Action
Write
- Email Address
  Required
- Publication ID
  Required
- Subscriber ID
- IP Address
- Effort
- Tags
- Variables
- SMS Addon Variable
Action
Write
- Identifier
  Required
- Tags
  Required
Action
Write
- Effort ID
  Required
Action
Search
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search

About OptiPub

High volume, highly optimized publishing with OptiPub.

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Related categories

Marketing

About Salesforce Essentials

Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.

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Related categories

CRM (Customer Relationship Management)

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