Zapier makes it easy to integrate Salesforce with Iterable - no code necessary. See how you can get setup in minutes.
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
An action happens after the trigger—such as "Create a User" in Iterable.
Zapier seamlessly connects Salesforce and Iterable, automating your workflow.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Triggers when a new Attachment is added to a case.
Triggers when a new Lead is created.
Triggers when a new Contact is created.
Triggers when a new outbound message is received in Salesforce.
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When a new lead is created in Salesforce, Zapier creates a matching user profile in Iterable. This automation helps business owners align marketing and sales efforts, ensuring seamless lead nurturing and optimal resource allocation.
Business OwnerWhen contact information is updated in Salesforce, Zapier logs the changes in Iterable. This ensures engineering teams responsible for systems integration always work with consistent and accurate data.
EngineeringWhen a purchase is tracked in Iterable, Zapier updates the corresponding Salesforce record. This automation syncs Iterable purchase tracking with Salesforce, ensuring the sales team has up-to-date customer purchase behavior for better customer insights.
Marketing & Marketing OpsNew to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Iterable
To integrate Salesforce with Iterable, you can use our Zapier platform which provides pre-configured triggers and actions to facilitate this integration. You'll need to authenticate both Salesforce and Iterable within Zapier and then set up your desired workflows.
In our integration, you can use triggers such as 'New Record', 'Updated Record', or specific field changes in Salesforce to automate actions in Iterable.
Absolutely. You can map and sync custom fields from Salesforce to Iterable by setting the field mappings within our Zapier interface. This ensures that all personalized data is accurately captured in both platforms.
Yes, you can trigger email campaigns in Iterable whenever a new lead is added or an existing lead is updated in Salesforce by setting up the appropriate trigger-action workflow within our integration tool.
If data isn't syncing correctly, we recommend checking the connection status of both accounts on our platform, reviewing field mappings for errors, and ensuring that the correct triggers/actions are activated within your workflows.
Yes, during setup you can apply filters to ensure only specified events trigger actions. For instance, you might only want updates related to opportunities over a certain dollar amount in Salesforce to initiate an action in Iterable.
'For seamless integration, users need sufficient permissions on both platforms: a general API access permission on the Salesforce side and administrative permissions in your Iterable account. This will allow full functionality of the integrated features.'
