Integrate Mautic with Salesforce
Appy Pie Connect allows you to automate multiple workflows between Mautic and Salesforce
- No code
- No Credit Card
- Lightning Fast Setup
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 IntegrationsLooking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives
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Best ways to Integrate Mautic + Salesforce
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When this happens...
New Contact
Then do this...
Create Lead
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Mautic + Salesforce
Create Custom Object to Salesforce from New Contact in Mautic Read More...When this happens...
New Contact
Then do this...
Create Custom Object
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When this happens...
New Contact
Then do this...
Create Contact
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Mautic + Salesforce
Update Contact in Salesforce when New Contact is created in Mautic Read More...When this happens...
New Contact
Then do this...
Update Contact
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Mautic + Salesforce
Update Custom Object in Salesforce when New Contact is created in Mautic Read More...When this happens...
New Contact
Then do this...
Update Custom Object
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Mautic + Salesforce without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Form Entry
Triggers when a form is submitted.
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New Marketing Message
Triggers when new marketing message created.
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New Text Message
Triggers when new text message created.
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Updated Contact
Triggers when a contact updated.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Marketing Message
Create a marketing message.
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Create Text Message
Create a text message
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Create or Update Contact
Creates a new contact or updates and existing contact.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Custom Object
Modify an existing custom object (of the type you choose).
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Update Record
Updates a existing record.
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How Mautic & Salesforce Integrations Work
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Step 1: Choose Mautic as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Salesforce as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Mautic to Salesforce.
(2 minutes)
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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.
