Connect Moosend and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber
New Unsubscriber
Update 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
Create Event
Ready to use Moosend and Salesforce automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Subscriber
Triggers when a new subscriber is added to a mailing list.
New Unsubscriber
Triggers when a subscriber is unsubscribed.
Update Subscriber
Triggers when a subscriber’s profile has been updated.
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.
Do thisActions
Action is the task that follows automatically within your Moosend integrations.
Unsubscribe Member
Unsubscribes a member from target mailing lists.
Create Custom Field
Create a new custom field in a specific mailing list.
Create Empty Segment
Creates an empty segment in a specific mailing list.
Delete Subscriber
Permanently removes a subscriber from a mailing list without adding them to the suppression list.
Search Subscriber
Retrieves detailed information about a subscriber by email address or ID within a specific mailing list.
Create/Update Subscriber
Creates/update a subscriber in a specific mailing list.
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Frequently Asked Questions
To start, connect both your Moosend and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Moosend triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Moosend 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 Moosend 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 Moosend 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 Moosend
Moosend is an email marketing & automations platform that helps you ease the burden of sending your email campaigns and managing your mailing lists.
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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