Mautic is an open-source marketing automation software that helps online businesses automate their repetitive marketing tasks such as lead generation, contact segmentation, marketing campaigns, lead scoring, etc.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Salesforce IntegrationsMautic + Salesforce
Create Custom Object to Salesforce from New Contact in Mautic Read More...Mautic + Salesforce
Update Contact in Salesforce when New Contact is created in Mautic Read More...Mautic + Salesforce
Update Custom Object in Salesforce when New Contact is created in Mautic Read More...It's easy to connect Mautic + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a form is submitted.
Triggers when new marketing message created.
Triggers when new text message created.
Triggers when a contact updated.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create a marketing message.
Create a text message
Creates a new contact or updates and existing contact.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
We can’t deny the fact that marketing is an integral part of every business. It helps convert visitors into customers and increase overall sales. Marketing campaigns can be carried out in many ways, but sometimes it becomes difficult to handle things for your company. This is where Mautic comes into the picture.
Mautic is one of the best open source marketing automation software, which has been created by the Portuguese company, Impetum. It helps you send emails, track leads, carry out marketing campaigns, create social media activities, etc. Mautic offers its users with a wide range of features that are used to grow businesses. Some features include:
Comprehensive Email Marketing
Comprehensive Email Marketing Campaign Management
Comprehensive Lead Management
Comprehensive Social Media Management
Comprehensive Activity Streams
Comprehensive Reporting & Analytics
Comprehensive Integrations with other popular apps/services like WordPress, Google Analytics, Salesforce, Zapier, etc.
Comprehensive Multilingual Support for 18 languages
It is worth noting that Mautic’s all-in-one platform is designed especially for users who have limited technical knowledge about managing online projects. So let’s dive into the details of how Mautic helps integrate with Salesforce.
Salesforce is known as one of the most advanced CRM platforms. It is used by many companies to maintain customer relationships. The company offers its users with a variety of services through its different modules. For example, Sales Cloud module allows the user to manage contacts, leads, accounts etc. Similarly, Service Cloud module helps to manage customer support services. Marketing Cloud module is used to carry out marketing activities. So how does Mautic help integrate with Salesforce Let’s check out some of the integration features:
Send Emails from Salesforce using Mautic’s Email Marketing System:
You can send emails from Salesforce directly using Mautic’s email marketing system. To integrate Salesforce and Mautic you just need to add an email account and select “Send” under “Email Actions” section in Salesforce. You also need to add some coding in the form of {!MUTEX} and {!MUTEX_STOREID} in your email template. You can get more information about this integration from here.
Send Emails from Salesforce using Mautic’s Mass Mailing System:
Salesforce allows users to send mails through mass mailing feature, wherein you can send up to 5,000 mails at a time. You can use Mautic’s mass mails system to send emails and manage mails and mass emails together in one place (Mautic. To integrate mails between Salesforce and Mautic you must create an API connection between both the systems and then apply the coding mentioned above in the email templates. For more information about this integration check out here.
Get Leads from Salesforce Using Mautic’s Lead Management System:
Mautic helps users in getting leads from Salesforce so that they can be managed in one place instead of managing them separately in two different systems. To integrate these systems you need to create a new contact in Salesforce and then add a new attribute value in it where you enter a unique value in a particular field called Custom Field Attribute Value in the Contact record in Salesforce. Once this is done you can use that custom field in your Mautic campaign or workflow and get all the contacts from Salesforce. In order to learn more about this integration go here.
Create Contacts from Salesforce Using Mautic’s Lead Management System:
In certain cases you might want to create contacts from Salesforce using Mautic’s lead management system. This can be done with ease by creating a new activity in Mautic and then adding a new action called Record Creation Action where you will enter a particular field called Unique Field Name with a value “Contacts” which exists in the lead object in Salesforce. After this you will be able to see all the contacts in your contact list whenever you create an activity related to that integration. To get more information about this integration go here.
Here we have discussed some important features of Mautic that integrate with Salesforce. Both these platforms provide you with numerous benefits for your business growth. Although there are many other platforms available for this purpose but Mautic offers an all-in-one spution for both marketing and sales activities so it is worth giving it a shot!
The process to integrate Mautic and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.