Emma Salesforce Integration - Quick Connect - Zapier

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Set up your first integration

Quickly connect Emma to Salesforce with a Zapier template.

Our most popular template

Add new Salesforce contacts to Emma
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Salesforce + Emma
Create new Emma subscribers from new Salesforce leads
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Salesforce + Emma

Add new Salesforce contacts to Emma

Premium

Salesforce + Emma

Create new Emma subscribers from new Salesforce leads

Premium

Salesforce + Emma

How Zapier works

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

Select a trigger from Emma

A trigger is an event that starts your Zap and runs the workflow. For example, with Emma, a trigger could be "Field Created."

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 Emma 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.

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Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

Level up your Emma 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

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Connect Emma 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.

Field Created
Triggers when a new member field is created.
Trigger
Instant
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Field Updated
Triggers when a field is updated.
Trigger
Instant
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Group Deleted
Triggers when a group is deleted.
Trigger
Instant
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Mailing Finished
Triggers when a mailing is finished.
Trigger
Instant
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Member Added to Group
Triggers when a member is added to a group.
Trigger
Instant
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Member Removed From Group
Triggers when a member is removed from a group.
Trigger
Instant
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Member Updated
Triggers when a member is updated.
Trigger
Instant
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Mailing Forwarded
Triggers when a mailing is forwarded.
Trigger
Instant
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Mailing Shared
Triggers when a member shares a mailing.
Trigger
Instant
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Member Unsubscribed
Triggers when a subscriber opts-out.
Trigger
Instant
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- Member Id
  Required
- Status
- Mailing Id
  Required
- Source Member ID
  Required
- Created At
  Required
- Updated At
- Source
  Required
- Cancelled Reason
- Subtotal
  Required
- Shipping Cost
  Required
- Tax
  Required
- Total Cost
  Required
- Source Order ID
  Required
- Product IDs
  Required
- Product Prices
  Required
- Product Quantities
  Required
Action
Write
- From Group ID
  Required
- To Group ID
  Required
- Member Status ID
  Required
Action
Write
- Shortcut Name
  Required
- Display name
  Required
- Widget Type
  Required
- Options
- Column Order
  Required
- Field Type
Action
Write
- Critera
  Required
- Name
  Required
Action
Write
- Group Name
  Required
Action
Write
- Email
  Required
Action
Write
- Member Id
  Required
- Group ID
  Required
Action
Write
- Email
  Required
- Phone Number
- Group ID
  Required
- Field Change Autoresponders
- Subscriber Consent Tracking
Action
Write
- Member Id
  Required
- Order ID
  Required
- Status
- Updated At
- Cancelled Reason
- Cancelled At
- Subtotal
  Required
- Shipping Cost
  Required
- Tax
  Required
- Total Cost
  Required
Action
Write
- Group ID
  Required
Action
Search
- Member Id
  Required
Action
Search
- Product ID
  Required
Action
Search
- Count
- Start
- End
- Sort Column
- Sort Order
- Source
  Required
- Source Product ID
- SKU
- Name
  Required
- Price
  Required
- Product URL
- Image URL
- Categories
Action
Search
- Member Id
  Required
- Email
  Required
- Phone Number
- Group ID
  Required
- Field Change Autoresponders
- Subscriber Consent Tracking
- Signup Form ID
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- 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
- Note
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

Field Deleted
Triggers when a field is deleted.
Trigger
Instant
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Group Created
Triggers when a new member group is created.
Trigger
Instant
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Group Updated
Triggers when a group is updated.
Trigger
Instant
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New Member Added
Triggers when a new member is added to your audience.
Trigger
Instant
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Member Deleted
Triggers when a member is deleted.
Trigger
Instant
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Member Status Updated
Triggers when a member's status is updated.
Trigger
Instant
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Mailing Clicked
Triggers when a mailing is clicked.
Trigger
Instant
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Mailing Opened
Triggers when a mailing is opened.
Trigger
Instant
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Mailing Share Clicked
Triggers when a member shares a link to a mailing and someone clicks on it.
Trigger
Instant
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- Mailing Id
  Required
- Member Id
  Required
Trigger
Scheduled
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- Member Id
  Required
- Group ID
  Required
Action
Write
- Email
  Required
- Event Name
  Required
- Data
  Required
Action
Write
- Source
  Required
- Source Product ID
- Product Name
- Source Variant IDs
- Variant Names
- Variant SKUs
- Variant Prices
- Variant Product URL
- Variant Image URL
- Categories
- Deleted At
Action
Write
- Mailing Id
  Required
- Member Id
  Required
- Recipient Emails
- Heads Up Emails
Action
Write
- Email
  Required
- Phone Number
- Group ID
  Required
- Field Change Autoresponders
- Subscriber Consent Tracking
- Signup Form ID
Action
Write
- Member Id
  Required
- Group ID
  Required
Action
Write
- Group Name
  Required
- Group ID
  Required
Action
Write
- Member Id
  Required
Action
Write
- Member Id
  Required
Action
Search
- Mailing Id
  Required
Action
Search
- Mailing Id
  Required
Action
Search
- Mailing Id
  Required
Action
Search
- Email
  Required
Action
Search
- Email
  Required
- Phone Number
- Group ID
  Required
- Field Change Autoresponders
- Subscriber Consent Tracking
- Signup Form ID
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- 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
- Note
- 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

Learn how to automate Emma on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

About Emma

Grow your business with smart, stylish email marketing campaigns.

Related categories

Email Newsletters

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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