OptiPub + Salesforce Essentials

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.

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.

  1. When this happens...
    OptiPubOptiPub
    Subscribe

    Triggers when a new subscription has occurred.

    TriggerInstant
  2. automatically do this!
    Salesforce EssentialsSalesforce Essentials
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).

    ActionWrite
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Supported triggers and actions

    • Email AddressRequired

    • Segment IDRequired

    • Variables

    Action
    Write
    • Subscription ID

    • Email

    • Publication ID

    Action
    Write
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About OptiPub

High volume, highly optimized publishing with OptiPub.

Related categories

  • Marketing
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salesforce-essentials logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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