Elastic Email + Salesforce

Send emails with Elastic Email for new Salesforce leads

When doing sales, every lead is valuable. If you worry that you will learn about new leads too late, this Zapier integration is for you. Each time a new lead is added to Salesforce, Zapier sends an email via Elastic Email reminding you, so you don’t miss anything.

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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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
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
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
- FlowRequired
- Manual flow input parameters
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
- Query TypeRequired
- Include Deleted Records
Action
Search
- 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
- List Name
Trigger
Polling
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- AutomationRequired
Trigger
Polling
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- CampaignRequired
Trigger
Polling
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- CampaignRequired
Trigger
Polling
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- List NameRequired
- Create Empty List
- Allow Unsubscribe
- Track History
- Emails
- Add All Contacts
Action
Write
- List NameRequired
- EmailRequired
Action
Write
- EmailsRequired
Action
Write
- EmailRequired
Action
Search

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
- 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
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
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
- 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
Contact Added
Triggers when a new contact with Active or Engaged status is added to your Elastic Email account.
Trigger
Polling
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Contact Unsubscribed
Triggers when a contact unsubscribes from Emails via campaign links or manual actions.
Trigger
Polling
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- LinkRequired
Trigger
Polling
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Get User Lists
Triggers when contact lists are fetched from your Elastic Email account.
Trigger
Polling
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- EmailRequired
- First Name
- Last Name
- List Name
- Send Activation
- Activation Return Url
- Custom Fields
Action
Write
- Email to DeleteRequired
- List Name
Action
Write
- SubjectRequired
- From EmailRequired
- From Name
- Reply To
- Reply Name
- List
- Segment
- Preview Text
- Body Type
- Body
- Template
- Attachment
- Pool Name
Action
Write
- List NameRequired
Action
Search

About Elastic Email

Elastic Email is an all-in-one email delivery platform. Offering an SMTP Relay, robust HTTP API, and a User Interface that has a complete suite of tools and features for managing contacts, templates, campaigns, and reports. Specializing in delivering transactional and marketing email for businesses of any size.

Related categories

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

Elastic Email + Salesforce

Send emails with Elastic Email for new Salesforce leads

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Contact Added to List

Contact Triggered Automation

Link Clicked

Specific Link Clicked

Create List

Delete Contact From List

Unsubscribe Contact

Find Contact

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Contact Added

Contact Unsubscribed

Email Opened

Get User Lists

Add Contact

Delete Contact

Send Campaign

Find Contacts in List

About Elastic Email

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces