Connect TagMango and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Created
Course Progress Event
Course Completion
New Recurring Order Completed
Incomplete Order Created
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
Ready to use TagMango and Salesforce automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Trigger when new order completed
Course Progress Event
Trigger when new progress started.
Course Completion
This event is triggered when a subscriber completes watching/consuming the entire course.
New Recurring Order Completed
Triggers when new recurring order is created.
Incomplete Order Created
Triggers when incomplete order created.
New Contact
Triggers when a new Contact is created.
Do thisActions
Action is the task that follows automatically within your TagMango integrations.
Migrate User
The migrate user allows the arbitrary addition of customers to any mango. The behaviour of the API is the same as the add customer option on the customers page in the TagMango dashboard.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Know More About Tagmango and Salesforce Integrations
5 Simple Ways to Automate Salesforce
Discover five straightforward methods to automate Salesforce and enhance your productivity. Streamline your processes and maximize efficiency with our expert tips.
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Frequently Asked Questions
To start, connect both your TagMango and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in TagMango triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how TagMango 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 TagMango 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 TagMango 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 TagMango
TagMango is a platform that empowers creators to monetize their content and engage with their audience through personalized experiences. It provides tools for creators to offer exclusive content, workshops, and more, enabling them to build a sustainable income stream.
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.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.