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Mailpro Integrations > CRM > Salesforce

Salesforce INTEGRATION WITH MAILPRO™


AVAILABLE TRIGGERS

New Contact

New Account

New Campaign

New Lead

New Opportunity

New Custom Object

New Folder

New Outbound Message

Updated Opportunity

AVAILABLE ACTIONS

Add/Update Subscriber

Create Email Campaign

Send Email Campaign

Unsubscribe Email

Add Subscriber to TAG

Create Contact

Add a Contact to a Campaign

Create Custom Object

Create Attachment

Create Lead

Add a Lead to a Campaign

Create Account

Create Attachment

Create Campaign

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application. It is a suite of web-based CRM applications that help you find, win, and keep customers.

FEATURES

With this zap you can automatically add/sync new Salesforce contact to your Mailpro contacts and make notification process easier.

Here are some ways to use Salesforce with Mailpro:

You can add/update/delete new Salesforce contact to/from Mailpro. You can sync a contact to/from a Mailpro list when new contact is added to a campaign in Salesforce. Send new Salesforce contact a welcome email from Mailpro. Add new Salesforce contact to your Mailpro email newsletter.

SETUP

In order to use Mailpro with Salesforce through Zapier you are required to have a Mailpro account, a Zapier account, and of course a Salesforce account to make a successful connection with Mailpro.

  1. The first thing you'll need to do is login into Zapier either with a Google account, Facebook account or with an email and password. If you don’t have a Zapier account, you can create one.
    Setup Salesforce 1
  2. After you login you can look for Mailpro in the search bar on top of the page, to find all Mailpro’s zaps or templates we already created. You can also click on the “Make a Zap” button and in the resulting page look for Salesforce to start a Trigger event that will execute an Action in Mailpro.
  3. First you will need to select the Trigger event in Salesforce, and then you will be asked to Sign in to Salesforce and grant access to your account, in order to get the information needed for the zap to work, and share data with Mailpro. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Salesforce 2
  4. After you sign in to Salesforce you may be asked to finish setting up options for the Trigger event to work. You can verify that the connection is working and then you click in the “Continue” button.
  5. Setup Salesforce 3
  6. Then you will have to select the Action event in Mailpro, and you will be asked to sign in to Mailpro and grant access to your account, in order to access the information needed for the zap to work, and receive data from the other application. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Salesforce 4
  7. After you sign in to Mailpro you may be asked to finish setting up options for the Action event to work. It could be associated to contacts, messages or SMS. Depending of each type of information, just follow the steps and instructions presented. You can verify that the connection is working and then you click in the “Done” button.
  8. At the end of the setup process you need to activate the zap in order for it to start working.

Mailpro is right now in early access mode with Zapier (beta integration), so if you want to use Mailpro in your Zaps, you will have to accept an invitation in the following link:
Accept the invitation

Mailpro

ABOUT MAILPRO

Mailpro is an online Email and SMS marketing solution. It lets you create professional looking newsletters in minutes for your customers with our +560 free responsive templates. Then you can send your newsletter to thousands of email contacts in few seconds with simple steps. After this you can track the effectiveness of your email campaigns with our detailed statistics and make strategic decisions to achieve a successful Email and SMS marketing plan.

For more information visit mailpro.com


Zapier

ABOUT ZAPIER

Zapier is a web automation service. With Zapier you can build Zaps which can automate parts of your business. A Zap (or connection) is a blueprint for a task you do repeatedly, that may involve complex setup or requires several steps to be accomplished.

Zapier allows you to work more efficiently by connecting the online web apps you use with Mailpro to create automated tasks, and get more out of your data using an easy drag-and-drop interface.

For more information visit zapier.com

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