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EmailOctopus + Salesforce

Connect EmailOctopus and Salesforce to Build Intelligent Automations

Choose a Trigger

EmailOctopus

When this happens...

Choose an Action

Salesforce

Automatically do this!

Ready to use EmailOctopus and Salesforce automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Contact Unsubscribes

Contact Unsubscribes

Triggers when a contact unsubscribes

New Contact

New Contact

Triggers when a new contact is created

Updated Contact

Updated Contact

Triggers when a new contact is updated

Email Bounced

Email Bounced

Triggers when an email to a recipient bounces.

Email Clicked

Email Clicked

Triggers when a recipient clicks a link in an email.

Email Opened

Email Opened

Triggers when recipient opens an email

Do thisActions

Action is the task that follows automatically within your EmailOctopus integrations.

Get Campaign Summary

Get Campaign Summary

Returns details of Campaign Summary.

Get a Contact

Get a Contact

Returns a Contact in a List.

Get All Tags

Get All Tags

Returns all Tags in a List.

Get All Contacts

Get All Contacts

Returns all Contacts in a List.

Get a List

Get a List

Returns a List by ID.

Create List Field

Create List Field

Creates a new List Field.

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Frequently Asked Questions

How do I start an integration between EmailOctopus and Salesforce?

To start, connect both your EmailOctopus and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in EmailOctopus triggers actions in Salesforce (or vice versa).

Can we customize how data from EmailOctopus is recorded in Salesforce?

Absolutely. You can customize how EmailOctopus 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.

How often does the data sync between EmailOctopus and Salesforce?

The data sync between EmailOctopus and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from EmailOctopus to Salesforce?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between EmailOctopus and Salesforce?

Yes, you can set conditional logic to control the flow of data between EmailOctopus 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.

EmailOctopus

About EmailOctopus

EmailOctopus is a cost-effective email marketing tool that helps businesses send email campaigns and automated emails. It integrates easily with existing workflows, supports custom HTML designs, and provides detailed campaign analytics.

Marketing
Learn More
Salesforce

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.

CRMSales and CRM
Learn More

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