Cakemail + Salesforce

Create Cakemail contacts from new Salesforce records

Want to make follow-up a breeze? Easily connect with each new record or lead registered in Salesforce with this integration. It automatically generates a contact in a selected Cakemail list or updates contact information based on the email address.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Add or Update Contact
Add contact to a list or update an existing contact in a list
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
New Contact
Triggers when a new Contact is added.
Trigger
Instant
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New Email Click
Triggers when a new Email Click is tracked.
Trigger
Instant
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New List
Triggers when a List is created.
Trigger
Instant
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Updated Contact
Triggers when a Contact is updated.
Trigger
Instant
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- EmailRequired
Action
Write
- EmailRequired
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
Unsubscribed Contact
Triggers when a Contact is unsubscribed.
Trigger
Instant
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New Email Bounce
Triggers when an email bounces.
Trigger
Instant
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New Email Open
Triggers when a new Email Open is tracked.
Trigger
Instant
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New Suppressed Email
Triggers when a new Suppressed Email is added.
Trigger
Instant
Try It
- EmailRequired
- Send double opt-in/confirmation emailRequired
Action
Write
- Recipient EmailRequired
- SubjectRequired
- ContentRequired
- Tracking Opens
- Track clicks in HTML version
- Track clicks in text version
Action
Write
- EmailRequired
Action
Search

About Cakemail

Cakemail provides all the tools you need to deliver the emails people want. Engage your audience and grow your business with the tools and ongoing support you need to send marketing emails.

Related categories

Email Newsletters

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Cakemail + Salesforce

Create Cakemail contacts from new Salesforce records

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Contact

New Email Click

New List

Updated Contact

Add Suppressed Email

Unsubscribe Contact

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Unsubscribed Contact

New Email Bounce

New Email Open

New Suppressed Email

Add or Update Contact

Send Transaction Email

Find Contact by Email

About Cakemail

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces