Salesforce
MailerLite
integromat

An automated workflow using integromat

Connects Salesforce + MailerLite

Update a Mailerlite subscriber when a SalesForce contact changes

About this workflow template

This automation scenario allows you to connect Salesforce and MailerLite

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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.

Salesforce and MailerLite can also be integrated using automation tools other than integromat:

Diagram

Update a Mailerlite subscriber when a SalesForce contact changes
Workflow diagram: Salesforce + MailerLite integration

How it works?

When this trigger fires in Salesforce

Salesforce

Watch Records in an Object in Salesforce

Triggers when a record in an object is created or updated.

Then this action happens in MailerLite

MailerLite

Update Subscriber in MailerLite

Updates single subscriber by ID or Email.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Update a Mailerlite subscriber when a SalesForce contact changes.

Part I

Configure Applications

First, we need to connect Salesforce and MailerLite to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Salesforce to Make.com.

    Connect Salesforce to Make.com.

    Give Make.com access to your Salesforce account, using Salesforce credentials.

  • Connect MailerLite to Make.com.

    Connect MailerLite to Make.com.

    Give Make.com access to your MailerLite account, using MailerLite credentials.

Part II

Build an integration workflow

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

    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 MailerLite

    Then set up an Action for MailerLite

    Choose this action: Update Subscriber (Updates single subscriber by ID or Email.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Salesforce and MailerLite.

  • Test the workflow and turn it on for production use

    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 Update a Mailerlite subscriber when a SalesForce contact changes!

Supported triggers and actions

  • Salesforce

    New record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    zapier
    triggerbyzapier
  • Salesforce

    Updated field on record

    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.).

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Salesforce

    Updated record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    zapier
    triggerbyzapier
  • Salesforce

    Watch records in an object

    Triggers when a record in an object is created or updated.

    integromat
    triggerbyintegromat
  • Salesforce

    New outbound message

    Triggers when a new outbound message is received in Salesforce.

    zapier
    triggerbyzapier
  • Salesforce

    Opportunity was won

    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

    ifttt
    triggerbyifttt
  • MailerLite

    Add subscriber to a group

    Adds new single subscriber to specified group.

    integromatzapier
    actionbyintegromatzapier
  • MailerLite

    Create/update subscriber

    Creates a new subscriber or updates the existing by email address.

    zapier
    actionbyzapier
  • MailerLite

    Send a campaign

    Send a campaign to a subscriber group or segment.

    zapier
    actionbyzapier
  • MailerLite

    Create or update subscriber

    Create a new subscriber or Update an existing subscriber based on their email.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • MailerLite

    Remove subscriber from group

    Removes single subscriber from specified group.

    integromatpipedream
    actionbyintegromatpipedream
  • MailerLite

    Update subscriber

    Updates single subscriber by ID or Email.

    integromatintegratelypipedream
    actionbyintegromatintegratelypipedream

Apps you need

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

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.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.