About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application. It is a suite of web-based CRM applications that help you find, win, and keep customers.
Features
With this zap you can automatically add/sync new Salesforce contact to your Mailpro contacts and make notification process easier.
Here are some ways to use Salesforce with Mailpro:
- You can add/update/delete new Salesforce contact to/from Mailpro.
- You can sync a contact to/from a Mailpro list when new contact is added to a campaign in Salesforce.
- Send new Salesforce contact a welcome email from Mailpro.
- Add new Salesforce contact to your Mailpro email newsletter.
Setup
In order to use Mailpro with Salesforce through Zapier you are required to have a Mailpro account, a Zapier account, and of course a Salesforce account to make a successful connection with Mailpro.
- The first thing you'll need to do is login into Zapier either with a Google account, Facebook account or with an email and password. If you don’t have a Zapier account, you can create one.
- After you login you can look for Mailpro in the search bar on top of the page, to find all Mailpro’s zaps or templates we already created. You can also click on the “Make a Zap” button and in the resulting page look for Salesforce to start a Trigger event that will execute an Action in Mailpro.
- First you will need to select the Trigger event in Salesforce, and then you will be asked to Sign in to Salesforce and grant access to your account, in order to get the information needed for the zap to work, and share data with Mailpro. Usually this login is done once and it’s kept archived in your Zapier account for future use.
- After you sign in to Salesforce you may be asked to finish setting up options for the Trigger event to work. You can verify that the connection is working and then you click in the “Continue” button.
- Then you will have to select the Action event in Mailpro, and you will be asked to sign in to Mailpro and grant access to your account, in order to access the information needed for the zap to work, and receive data from the other application. Usually this login is done once and it’s kept archived in your Zapier account for future use.
- After you sign in to Mailpro you may be asked to finish setting up options for the Action event to work. It could be associated to contacts, messages or SMS. Depending of each type of information, just follow the steps and instructions presented. You can verify that the connection is working and then you click in the “Done” button.
- At the end of the setup process you need to activate the zap in order for it to start working.
