Connect Campaign Monitor and Salesforce to power AI-driven automation
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Launch your first automated workflow
Start with a template that brings Campaign Monitor and Salesforce together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Campaign Monitor with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Bounce" from Campaign Monitor.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Campaign Monitor and Salesforce, automating your workflow.
Supported triggers and actions
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.
- Client AccountRequired
- CampaignRequired
Try ItTriggerPolling- New Client
Triggers when a client is added to Campaign Monitor.
Try ItTriggerPolling - Client AccountRequired
- CampaignRequired
Try ItTriggerPolling- Client AccountRequired
Try ItTriggerPolling
- Client AccountRequired
- CampaignRequired
Try ItTriggerPolling- Client AccountRequired
Try ItTriggerPolling- List IDRequired
- Client AccountRequired
Try ItTriggerPolling- ListRequired
- Client AccountRequired
Try ItTriggerPolling
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Connect Campaign Monitor and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Campaign Monitor on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Campaign Monitor + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Campaign Monitor and Salesforce
What is required to set up a Campaign Monitor and Salesforce integration?
To set up an integration between Campaign Monitor and Salesforce, you'll need accounts with both services and admin access. You'll also require our integration tool, which facilitates the connection by utilizing API keys from both platforms.
How often does data sync between Campaign Monitor and Salesforce?
Data synchronizes between Campaign Monitor and Salesforce in real-time. Whenever a trigger event, such as adding a new subscriber or updating a contact's information in Salesforce, occurs, the data is updated instantly.
Can I customize what data points are transferred from Salesforce to Campaign Monitor?
Yes, you can customize the specific data points that are transferred during an integration. Our tool allows you to select which fields will map from Salesforce to Campaign Monitor in order to meet your campaign requirements.
Do I need any coding skills to integrate these two platforms?
No coding skills are necessary for setting up the integration between Campaign Monitor and Salesforce. Our platform provides a user-friendly interface with step-by-step instructions that guide you through connecting your accounts and configuring triggers and actions.
What are some common triggers available for this integration?
Common triggers include adding new contacts or leads in Salesforce, updating existing records, or when specific activities occur within your marketing campaigns that you'd like to track back into your CRM.
Is it possible to automate email campaigns based on actions taken in Salesforce?
Yes, it is possible. You can create automated workflows that send email campaigns through Campaign Monitor based on specific actions or changes made within Salesforce, such as reaching a particular lead status or closing a deal.
Will existing data in my accounts be affected by setting up an integration?
Setting up an integration does not alter your existing data within either platform. The synchronization process only involves transferring designated fields; thus, preserving the integrity of original records unless specific changes are designed within the integration workflow.
