Integrate Moosend with Salesforce to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

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

Select a trigger from Moosend

A trigger is an event that starts your Zap and runs the workflow. For example, with Moosend, a trigger could be "New Subscriber."
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 Moosend to Salesforce

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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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Make work flow with AI

Level up your Moosend to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Moosend + Salesforce integrations

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

How can I integrate Moosend with Salesforce?

We offer integration between Moosend and Salesforce through triggers and actions. You can start by setting up a trigger event such as 'New Subscriber' in Moosend and an action like 'Create Record' in Salesforce. This way, whenever a new subscriber is added in Moosend, a record will be created automatically in your Salesforce account.

What types of triggers are available for integrating Moosend with Salesforce?

When you integrate Moosend with Salesforce, the available triggers are typically based on subscriber activity. For instance, you can set triggers for new subscribers joining a list or when a subscriber updates their email preferences in Moosend.

Are there any predefined actions supported in the integration between Moosend and Salesforce?

Yes, we support several predefined actions such as creating or updating records and sending emails within Salesforce based on trigger events from Moosend. For example, if a subscriber is tagged in Moosend, it could trigger an update to their contact details in Salesforce.

What are the minimum requirements needed to set up an integration between these platforms?

To integrate Moosend with Salesforce effectively, ensure you have active accounts on both platforms. Access to API keys from both services is also required to facilitate certain authentication processes within the integration setup.

Can I customize the data synchronization rules between Moosend and Salesforce?

Absolutely! We allow customization of data synchronization rules whereby you determine which fields from Moosend should map to specific fields within your Salesforce records. This allows more granular control over what data gets shared across both platforms during synchronization.

How frequently does data synchronize between these two platforms once the integration is established?

The frequency of data synchronization largely depends on how it's configured during setup. Typically, synchronizations can occur immediately as events happen (real-time) or at preset intervals like daily or weekly updates depending on your specific needs.

Is there any support available if I encounter issues during the integration process?

We offer comprehensive support through various channels including guides and direct customer service to help troubleshoot any potential issues that arise during your integration process.

Connect Moosend 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.

Connect Moosend and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

    • List
    Trigger
    Instant
    Try It
    • List
    Trigger
    Instant
    Try It
    • List
    • Member Email
      Required
    Action
    Write
    • Automation to Trigger
      Required
    • Member Email
      Required
    Action
    Write
    • List
    Trigger
    Instant
    Try It
    • List
    • Member Email
      Required
    • Increment / Decrement
      Required
    • Increment / Decrement Type
      Required
    • Increment / Decrement Value
      Required
    Action
    Write
    • List
    • Email
      Required
    • Name
    Action
    Write
    • List
    • Email
      Required
    Action
    Write

Learn how to automate Moosend on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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About Moosend
Moosend is an email marketing & automations platform that helps you ease the burden of sending your email campaigns and managing your mailing lists.
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    About Salesforce
    Salesforce is a leading enterprise customer relationship manager (CRM) application.
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