Delivra + Salesforce

Add new Salesforce contacts to Delivra

Using email marketing platforms to control your brand when sending emails to Salesforce contacts? Easily add your Salesforce contacts to Delivra without the hassle of doing it by hand! With a simple automation, new Salesforce contacts will be added as new contacts to your Delivra account if they have an email address.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
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Create/Update Contact
Creates a new contact or updates an existing contact based on email address. Can be used to send a Welcome or Confirm Opt-In email.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Category
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Unsubscribe
Triggers when contacts unsubscribe.
Trigger
Polling
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Updated Contact
Triggers when a contact gets updated.
Trigger
Polling
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- Contact Email Address or IDRequired
Action
Write
- Contact Email Address or IDRequired
- Category Name or IDRequired
Action
Write
- Email AddressRequired
Action
Write
- Cart TokenRequired
- eCommerce PortalRequired
- Product ID
- Product Sku
- Product Type
- Product Name
- Product Description
- Quantity
- Price
- Total Price
- Weight
- Fulfilled
- Product Image Url
- Color
- Size
- Product Url
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Meeting IDRequired
- Meeting Attendance IDRequired
- Attendance Cost
- Attendance Status
- Attendance Confirmed
Action
Write
- External Order IDRequired
- eCommerce PortalRequired
- Product ID
- Product Sku
- Product Type
- Product Name
- Product Description
- Quantity
- Price
- Total Price
- Weight
- Fulfilled
- Product Image Url
- Color
- Size
- Product Url
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Category
Trigger
Polling
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New Abandoned Cart
Triggers when a new abandoned cart is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
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Updated Abandoned Cart
Triggers when an abandoned cart gets updated.
Trigger
Polling
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Updated Order
Triggers when an Order is updated.
Trigger
Polling
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- Email AddressRequired
- Contact Status
- First Name
- Last Name
- Title
- Phone Number
- Company
- Birthday
- Lead Stage
- Address
- City
- State
- Zip
- Country
- Lead Source First Touch
- Lead Source Last Touch
- Lead Source Url
- Lead Source GCLID
- Lead Source FBCLID
- Lead Source Landing Url
Action
Write
- Email AddressRequired
Action
Write
- Email AddressRequired
- Cart TokenRequired
- eCommerce PortalRequired
- Recovery Url
- Created Date
- Last Updated
- Cart Total
- Recovered Date
- Recovered Order ID
Action
Write
- Meeting IDRequired
- Host ID
- Topic
- Start Time
- Duration
- Description
- Join Url
- Status
Action
Write
- Email AddressRequired
- External Order IDRequired
- eCommerce PortalRequired
- Order Number
- Customer ID
- Created Date
- Modified Date
- Completed Date
- Status ID
- Status Code
- IP Address
- User Agent
- Order Notes
- Customer Message
- Currency ID
- Currency Code
- Exchange Rate
- Items Total
- Sub Total
- Shipping
- Tax
- Discount
- Total
- Shipping Method
- Shipping Weight
- Payment Method
- Payment Method ID
- Payment Status
Action
Write

About Delivra

Delivra is a robust multi-channel marketing automation platform used to keep your prospects informed through their customer journey. With intuitive data management and easy personalization tools, we make it easy to acquire, manage, and nurture leads through that other crucial period – after they’re your customer!