Connect ConvertKit or Kit and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Subscriber
New Purchase
New Tag Subscriber
New Unsubscribe
Tag Removed From Subscriber
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead to Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Ready to use ConvertKit or Kit and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
New Unsubscribe
Triggers when a subscriber unsubscribes from your email.
Tag Removed From Subscriber
Triggers when a specific tag is removed from a subscriber
New Contact
Triggers when a new Contact is created.
Do thisActions
Action is the task that follows automatically within your ConvertKit or Kit integrations.
Find a Subscriber
Find a existing Subscriber via email.
Add Subscriber To Form
Subscribe someone to a specific form.
Add Subscriber to Sequence
Add a subscriber to a specific sequence.
Remove Tag From Subscriber
Remove a specific tag from a subscriber.
Create Purchase
Adds a purchase to a subscriber an existing purchase.
Add Tag to Subscriber
Add tag to a specific subscriber.
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Frequently Asked Questions
To start, connect both your ConvertKit or Kit and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in ConvertKit or Kit triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how ConvertKit or Kit data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between ConvertKit or Kit and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ConvertKit or Kit and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ConvertKit or Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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