This automation scenario allows you to connect Salesforce and Campaign Monitor
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Salesforce and Campaign Monitor can also be integrated using automation tools other than integromat:
When this trigger fires in Salesforce
Triggers when a record in an object is created or updated.
Then this action happens in Campaign Monitor
Creates a new subscriber.
This guide contains information on how to set up an automatic workflow that allows to Add new Salesforce contacts to Campaign Monitor.
Part I
First, we need to connect Salesforce and Campaign Monitor to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Salesforce to Make.com.
Give Make.com access to your Salesforce account, using Salesforce credentials.
Connect Campaign Monitor to Make.com.
Give Make.com access to your Campaign Monitor account, using Campaign Monitor credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Salesforce
Choose the following trigger: Watch Records in an Object (Triggers when a record in an object is created or updated.).
Then set up an Action for Campaign Monitor
Choose this action: Add a Subscriber (Creates a new subscriber.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Salesforce and Campaign Monitor.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Salesforce contacts to Campaign Monitor!
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a record in an object is created or updated.
Triggers when a new outbound message is received in Salesforce.
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
Create a new subscriber on a list.
Sends a smart transactional email.
Creates a new subscriber.
Update a subscriber on a list.
Remove a subscriber from a list.
Unsubscribes from a list.
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.