Campaign Monitor Salesforce Integration - Quick Connect

Connect Campaign Monitor and Salesforce to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect Campaign Monitor to Salesforce with a Zapier template.

Our most popular template

Add new Campaign Monitor subscribers as Salesforce leads
Premium
Details
Try it
Campaign Monitor + Salesforce
"add new subscribers to Campaign Monitor when records in Salesforce are updated"
Premium
Details
Try it
Salesforce + Campaign Monitor

Add new Campaign Monitor subscribers as Salesforce leads

Premium

Details

Try it

Campaign Monitor + Salesforce

"add new subscribers to Campaign Monitor when records in Salesforce are updated"

Premium

Details

Try it

Salesforce + Campaign Monitor

How Zapier works

Zapier makes it easy to integrate Campaign Monitor with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Campaign Monitor

A trigger is an event that starts your Zap and runs the workflow. For example, with Campaign Monitor, a trigger could be "New Bounce."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Campaign Monitor to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Campaign Monitor to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Campaign Monitor + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Campaign Monitor and Salesforce

What is required to set up a Campaign Monitor and Salesforce integration?

To set up an integration between Campaign Monitor and Salesforce, you'll need accounts with both services and admin access. You'll also require our integration tool, which facilitates the connection by utilizing API keys from both platforms.

How often does data sync between Campaign Monitor and Salesforce?

Data synchronizes between Campaign Monitor and Salesforce in real-time. Whenever a trigger event, such as adding a new subscriber or updating a contact's information in Salesforce, occurs, the data is updated instantly.

Can I customize what data points are transferred from Salesforce to Campaign Monitor?

Yes, you can customize the specific data points that are transferred during an integration. Our tool allows you to select which fields will map from Salesforce to Campaign Monitor in order to meet your campaign requirements.

Do I need any coding skills to integrate these two platforms?

No coding skills are necessary for setting up the integration between Campaign Monitor and Salesforce. Our platform provides a user-friendly interface with step-by-step instructions that guide you through connecting your accounts and configuring triggers and actions.

What are some common triggers available for this integration?

Common triggers include adding new contacts or leads in Salesforce, updating existing records, or when specific activities occur within your marketing campaigns that you'd like to track back into your CRM.

Is it possible to automate email campaigns based on actions taken in Salesforce?

Yes, it is possible. You can create automated workflows that send email campaigns through Campaign Monitor based on specific actions or changes made within Salesforce, such as reaching a particular lead status or closing a deal.

Will existing data in my accounts be affected by setting up an integration?

Setting up an integration does not alter your existing data within either platform. The synchronization process only involves transferring designated fields; thus, preserving the integrity of original records unless specific changes are designed within the integration workflow.

Connect Campaign Monitor and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Client Account
  Required
- Campaign
  Required
Trigger
Scheduled
Try It
New Client
Triggers when a client is added to Campaign Monitor.
Trigger
Scheduled
Try It
- Client Account
  Required
- Campaign
  Required
Trigger
Scheduled
Try It
- Client Account
  Required
Trigger
Scheduled
Try It
- Client Account
  Required
- Smart Email ID
  Required
- To
  Required
- Cc
- Bcc
- Add Recipients to List?
Action
Write

- Client Account
  Required
- List ID
  Required
- Email Address
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Resubscribe
- Restart Autoresponders
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

- Client Account
  Required
- Campaign
  Required
Trigger
Scheduled
Try It
- Client Account
  Required
Trigger
Scheduled
Try It
- List ID
  Required
- Client Account
  Required
Trigger
Scheduled
Try It
- List ID
  Required
- Client Account
  Required
Trigger
Scheduled
Try It
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Resubscribe
- Restart Autoresponders
Action
Write
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Resubscribe
- Restart Autoresponders
Action
Write
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate Campaign Monitor on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Campaign Monitor

Campaign Monitor is an email marketing tool built for designers. Campaign Monitor makes it easy to send beautiful emails, manage lists and subscribers, and track the results of your campaigns.