Salesforce + EmailOctopus Integrations

How to connect Salesforce + EmailOctopus

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Popular Salesforce + EmailOctopus workflows

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Add new Salesforce contacts to EmailOctopus
Premium
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Salesforce + EmailOctopus
More details
When this happens
Step 1: New Record
Then do this
Step 2: Add/Update Contact
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Add new Salesforce contacts to EmailOctopus
Premium
Add new Salesforce contacts to EmailOctopus
Salesforce + EmailOctopus

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Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Trigger
Scheduled
Updated Field on Record
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.).
Trigger
Scheduled
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Trigger
Scheduled
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Action
Write

Add File to Record
Adds an existing file to an existing Record.
Action
Write
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Action
Write

Create Attachment
Creates a new attachment (max 25MB).
Action
Write

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
EmailOctopus
Adds a tag to an existing contact
Scheduled
Action
EmailOctopus
Adds a new contact to a list, or optionally updates an existing contact.
Scheduled
Action
EmailOctopus
Removes a tag from an existing contact
Scheduled
Action
EmailOctopus
Unsubscribes a contact from a list.
Scheduled
Action
EmailOctopus
Updates the email address of a contact
Scheduled
Action
EmailOctopus
Find a contact by their email address
Scheduled
Action

How Salesforce + EmailOctopus Integrations Work

Step 1: Authenticate Salesforce and EmailOctopus.
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.