?>

Mautic + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between Mautic and Salesforce

  • No code
  • No Credit Card
  • Lightning Fast Setup
Trusted by 10 Million+ Customers

Highest Rated & Award Winning App Integration

About Mautic

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.

About Salesforce

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 Integrations
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Zoho CRM
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Mautic + Salesforce

  • Mautic Salesforce

    Mautic + Salesforce

    Create Lead to Salesforce from New Contact in Mautic Read More...
    Close
    When this happens...
    Mautic New Contact
     
    Then do this...
    Salesforce Create Lead
  • Mautic Salesforce

    Mautic + Salesforce

    Create Custom Object to Salesforce from New Contact in Mautic Read More...
    Close
    When this happens...
    Mautic New Contact
     
    Then do this...
    Salesforce Create Custom Object
  • Mautic Salesforce

    Mautic + Salesforce

    Create Contact to Salesforce from New Contact in Mautic Read More...
    Close
    When this happens...
    Mautic New Contact
     
    Then do this...
    Salesforce Create Contact
  • Mautic Salesforce

    Mautic + Salesforce

    Update Contact in Salesforce when New Contact is created in Mautic Read More...
    Close
    When this happens...
    Mautic New Contact
     
    Then do this...
    Salesforce Update Contact
  • Mautic Salesforce

    Mautic + Salesforce

    Update Custom Object in Salesforce when New Contact is created in Mautic Read More...
    Close
    When this happens...
    Mautic New Contact
     
    Then do this...
    Salesforce Update Custom Object
  • Mautic {{item.actionAppName}}

    Mautic + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Mautic + Salesforce in easier way

It's easy to connect Mautic + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Form Entry

    Triggers when a form is submitted.

  • New Marketing Message

    Triggers when new marketing message created.

  • New Text Message

    Triggers when new text message created.

  • Updated Contact

    Triggers when a contact updated.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Marketing Message

    Create a marketing message.

  • Create Text Message

    Create a text message

  • Create or Update Contact

    Creates a new contact or updates and existing contact.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Mautic & Salesforce Integrations Work

  1. Step 1: Choose Mautic as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Mautic to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Mautic and Salesforce

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

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.

Integration of Mautic and 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.