Connect Elastic Email and Salesforce
Integrate Elastic Email with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when Add Contact to Specified List in Elastic Email
Add Lead To Campaign in Salesforce when Add Contact to Specified List in Elastic Email
Create Attachment in Salesforce when Add Contact to Specified List in Elastic Email
Create Note in Salesforce when Add Contact to Specified List in Elastic Email
Create Lead in Salesforce when Add Contact to Specified List in Elastic Email
Popular Elastic Email + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Elastic Email
When this happens...
Add Contact to Specified List
Campaign Sent
Choose an action
Salesforce
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
Create Event
Add Contact to Campaign in Salesforce when Add Contact to Specified List in Elastic Email
Use this flowAdd Lead To Campaign in Salesforce when Add Contact to Specified List in Elastic Email
Use this flowCreate Attachment in Salesforce when Add Contact to Specified List in Elastic Email
Use this flowCreate Note in Salesforce when Add Contact to Specified List in Elastic Email
Use this flowCreate Lead in Salesforce when Add Contact to Specified List in Elastic Email
Use this flowUpdate Lead in Salesforce when Add Contact to Specified List in Elastic Email
Use this flowCreate Account in Salesforce when Add Contact to Specified List in Elastic Email
Use this flowCreate Campaign in Salesforce when Add Contact to Specified List in Elastic Email
Use this flowCreate Event in Salesforce when Add Contact to Specified List in Elastic Email
Use this flowAdd Contact to Campaign in Salesforce when Campaign Sent in Elasticemail
Use this flowSupported Triggers & Actions
Everything you can automate between Elastic Email and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
Add Contact to Specified List
Runs when new contact is added to specified list.
Campaign Sent
Triggers when a campaign is created.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Do thisActions
Action is the task that follows automatically within your Elastic Email integrations.
List Campaigns
List all campaigns or get a campaign by name.
Get a Contact
Get a contact details by email.
Get All Contacts
Retrieve all existing contacts.
Create or Update Template
Create or update an email template by name.
Get All Templates
Get all email templates.
Unsubscribe Contacts
Mark one or more contacts as unsubscribed.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
Learn more
About 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Elastic Email and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Elastic Email and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Elastic Email triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Elastic Email. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Elastic Email and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Elastic Email and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
