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Salesforce + ThankView

Create ThankView campaign recipients from new Salesforce records

Keep your outreach on target and up to date, without ever having to leave your CRM platform. This Zap automatically adds a ThankView campaign recipient with each new record added to your in Salesforce account.

Keep your outreach on target and up to date, without ever having to leave your CRM platform. This Zap automatically adds a ThankView campaign recipient with each new record added to your in Salesforce account.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    ThankViewThankView
    Add Recipient to a Campaign

    Adds a Recipient to a Campaign

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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thankview logo
thankview logo

About ThankView

ThankView is a donor management platform for creating and sharing personalized videos through email and text.

Related categories

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier