Salesforce + Sender

Salesforce + Sender integrations

Update Sender subscribers when Salesforce records are modified

Easily streamline your customer engagement process with this workflow. Whenever a record is updated in Salesforce, it ensures that related Subscriber information in Sender is also updated. This automation not only helps in keeping your subscriber data in alignment, but saves you the time you'd otherwise spend doing manual updates. Stay organized and efficient, enhancing communication with your subscribers.

When this happens...
Updated Field on RecordTriggers 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.).
TriggerPolling
automatically do this!
Add / Update SubscriberAdds a new subscriber. If subscriber with the same email exists, updates the subscriber's data.
ActionWrite

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More things you can do with Salesforce and Sender

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

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
New Campaign
Triggers when a new campaign is created.
Trigger
Instant
Try It
New Group
Triggers when a new group is created.
Trigger
Instant
Try It
New Unsubscriber
Triggers when a subscriber unsubscribes.
Trigger
Instant
Try It
Updated Subscriber
Triggers when a subscriber is updated.
Trigger
Instant
Try It
- Subscriber
  Required
- Tag ID
  Required
- Activate automation
  Required
Action
Write
- Subscriber
  Required
- Group ID
  Required
Action
Write
- Transactional campaign id
  Required
- Subscriber email
  Required
Action
Write

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
New Subscriber
Triggers when a new subscriber is added.
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It
- Email
  Required
- Group(s)
- First Name
- Last Name
- Phone
- Custom fields
- Activate automation
Action
Write
- Campaign title
- Campaign subject
  Required
- Reply to
  Required
- Content type
  Required
- From
  Required
- Auto Followup Active
Action
Write
- Campaign ID
  Required
Action
Write
- Subscriber
  Required
- Channel Status
  Required
Action
Write

About Salesforce

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

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About Sender

Capture leads and turn them into loyal customers through Sender, the easy and affordable email & SMS platform.

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Create or update subscribers in Sender with new records from Salesforce

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Create or update subscribers in Sender with new records from Salesforce