Integrate Omnisend with Salesforce

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

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About Omnisend

marketing platform for growing companies. Attract more visitors, build lists, nurture & close sales with one integrated software.

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.

Want to explore Omnisend + Salesforce quick connects for faster integration? Here’s our list of the best Omnisend + Salesforce quick connects.

Explore quick connects

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Connect Omnisend + Salesforce in easier way

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

  • Triggers
  • New Contact

    Triggers when new contact is created.

  • New Custom Event

    Triggers when a new custom event is created.

  • New Unsubscribe Contact

    Triggers when a contact is unsubscirbed by email.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment 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 Update Subscriber

    Creates a new subscriber or updates an existing subscriber

  • 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.

How Omnisend & Salesforce Integrations Work

  1. Step 1: Choose Omnisend 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 Omnisend to Salesforce.

    (2 minutes)

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

Integration of Omnisend and Salesforce

Omnisend and Salesforce are cloud-based platforms. Omnisend is a marketing automation platform that allows users to handle their customer’s data and send personalized message efficiently. It allows users to manage the emails, SMS, social media messages and website visitors. Meanwhile, Salesforce is an enterprise-wide cloud-based CRM platform that allows the customers to handle their contacts, leads and opportunities in one place. The two platforms are integrated with each other to give more convenience for the users. In this article, I will talk about how Omnisend and Salesforce can benefit from integration.

Integration of Omnisend and Salesforce

Omnisend and Salesforce can be integrated seamlessly via Salesforce Connected Apps (SCA. It allows users to create, update and delete customer’s information in Salesforce automatically by syncing them between the two platforms. In addition, it also allows users to do several tasks like creating accounts, records and contacts in Salesforce. This integration is helpful for the users because they can create and track the customers’ data on one platform only. In addition, it also reduces the time spent on handling customer data as it needs to be handled on both platforms manually before integration.

Benefits of Integration of Omnisend and Salesforce

As mentioned previously, there are several benefits gained from the integration of Omnisend and Salesforce. First of all, it helps reducing mistakes as it requires less steps to track the customer’s details. Second of all, it also makes the life easier for sales staff as they can easily manage their leads in one platform. It also helps saving time as users need to spend less time on processing customer’s data.

In conclusion, Omnisend and Salesforce are different platforms that have different functions but with the integration of these two platforms, the users will be able to save time by needing to process less data manually. In addition, it also helps reducing errors as it handles less tasks than before. Aside from these benefits, it also helps improving the efficiency of managing customer’s details in one place only.

The process to integrate Omnisend 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm