Connect MailUp and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for MailUp
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
Create Event
Ready to use MailUp and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Case Attachment
Triggers when a new Attachment is added to a case.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your MailUp integrations.
List Country Code
List all country code
Create New Email Message
Create a new email message on the specified list.
New Send Email
Sends the specified message (previously created in MailUp in the specified List) to the email address specified.
Create a New Text Message
Create a new text message on the specified list.
Send Message to Group
Send a message to a predefined group in the specified list.
Delete a Text Message
Delete a text message of a specified list.
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Frequently Asked Questions
To start, connect both your MailUp and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in MailUp triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how MailUp 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 MailUp 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 MailUp 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 MailUp
MailUp is a comprehensive email and SMS marketing platform designed to help businesses create, send, and analyze their marketing campaigns. With a user-friendly interface and powerful automation tools, MailUp enables users to reach their audience effectively and efficiently.
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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