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Salesforce + SmartReach

Create tasks in Salesforce when prospects complete campaign in SmartReach.io

When working across apps, it's easy to lose track of what needs your attention. Use this Zapier integration to create a task for a lead in Salesforce once they complete a campaign in SmartReach.io. Bring your to-do's to the top of your list only when you need them to.

When working across apps, it's easy to lose track of what needs your attention. Use this Zapier integration to create a task for a lead in Salesforce once they complete a campaign in SmartReach.io. Bring your to-do's to the top of your list only when you need them to.

  1. When this happens...
    SmartReachSmartReach
    New Campaign Completed for Prospect

    Triggers when a campaign is completed for a prospect.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

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

    New Link Click

    Triggers when a prospect clicks a link (if click tracking is enabled on the campaign).

    Trigger
    Instant
    Try It
  • SmartReach triggers, actions, and search

    New Invalid Email

    Triggers when a prospect's email is found to be invalid.

    Trigger
    Instant
    Try It
  • SmartReach triggers, actions, and search

    New Opened Email

    Triggers when a prospect opens an email from a campaign (if open tracking is enabled on the campaign).

    Trigger
    Instant
    Try It
  • SmartReach triggers, actions, and search

    New Campaign Completed for Prospect

    Triggers when a campaign is completed for a prospect.

    Trigger
    Instant
    Try It
  • SmartReach triggers, actions, and search

    Updated Prospect Category

    Triggers when a prospect's category is updated.

    Trigger
    Instant
    Try It
  • SmartReach triggers, actions, and search

    New Opt Out From Campaign

    Triggers when a prospect opts out of a campaign via opt-out link.

    Trigger
    Instant
    Try It
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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About SmartReach

SmartReach.io is a sales automation platform that helps you automate sending cold-emails and follow-ups from your mailbox and running email outreach campaigns with built-in tools.

Related categories