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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Contact is created.
Triggers when a new Lead is created.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new Attachment is added to a case.
Triggers when a new task is created.
Action is the task that follows automatically within your Sendlane integrations.
Subscribe a contact by its email ID.
Unsubscribe a contact by its email ID
Delete a Contact by its email id
Get a contact detail by its email id
Create a list and specify sender's profile detail
Update a list from the list ID

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Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
To start, connect both your Sendlane and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendlane triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Sendlane 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 Sendlane 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 Sendlane 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.
Sendlane is an email marketing service that provides businesses with tools to create and send email campaigns, automate marketing processes, and analyze email engagement. It's designed to help improve customer communication and drive sales.
Learn MoreSalesforce 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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