Integrating Salesforce with EmailOctopus

You can integrate Salesforce with your EmailOctopus account via Zapier. For a direct link, click here.

Integrating Salesforce with EmailOctopus

  1. On the main Zapier dashboard, prepare a Zap between SalesForce and EmailOctopus and then choose an action in Salesforce that will work as a trigger for action in EmailOctopus. The example below shows a zap that will create a new contact in EmailOctopus upon a new record in Salesforce. When you're ready, click on the "Try it" button:
  2. On the next page, click on the "Sign in to Salesforce" button. A pop-up window will appear. In this window, please choose the Salesforce environment that you want to connect with EmailOctopus. On the next page, you will be asked to allow Zapier access to your Salesforce account. Please accept the connection and click the "Continue" button.
  3. Choose the value type that will act as a trigger when a new record of its type will appear – in most integration scenarios, that would be a "Contact". In the next step, you can test your trigger. When the test is complete, move to the EmailOctopus section below.
  4. Choose the event to be performed once the trigger occurs, for example, "Add/Update contact".
  5. Authenticate your EmailOctopus account by clicking on "Choose an account" (if you've created Zaps with EmailOctopus before) or "Connect a new account" (if it's your first Zap). In the latter case, you will need your account API key. You can find it here when you're signed in.
  6. Set up the Zap details: the list where the new contact will be added/updated, map the fields (email address and any custom fields such as name, last name etc.) and decide whether the contact should be resubscribed if previously unsubscribed.
  7. Finally, you can test your Zap. If everything works, you can turn it on. That's it! You've connected Salesforce with EmailOctopus.

Still need help? Contact Us Contact Us