Integrate Salesforce with ConvertKit

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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.

About ConvertKit

ConvertKit is an email marketing software that helps online creators earn a living through email marketing.

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

Explore quick connects
Connect Salesforce + ConvertKit in easier way

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

  • Triggers
  • 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.

  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

  • Actions
  • 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 Record

    Updates a existing record.

  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

How Salesforce & ConvertKit Integrations Work

  1. Step 1: Choose Salesforce 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 ConvertKit 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 Salesforce to ConvertKit.

    (2 minutes)

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

Integration of Salesforce and ConvertKit

ConvertKit is one of the leading email marketing provider, they help small business to get more leads and customers by provide best service in email marketing. Salesforce is a leader who provides cloud based integrated CRM, customer relationship management service. And both are great tops for creating a successful business. The combination of these two tops is a very powerful top to manage your business. Salesforce integrates ConvertKit with its system so that all the information about your sales and customer will be recorded in Salesforce account and it will automatically import to ConvertKit. So that you can easily use them both together and create a great communication channel with your customer.

Integration of Salesforce and ConvertKit

Salesforce has a good integration with ConvertKit which allows you to connect ConvertKit with your Salesforce account. The most important benefit of this integration is that everything about your customer will be recorded in Salesforce account and you can easily track and manage every activity of them. This integration will also help you to create sale contact records in Salesforce account when someone purchases something from your store. In addition, you can also create a new record in Salesforce account when someone subscribes your newsletter.

Benefits of Integration of Salesforce and ConvertKit

There are many benefits of connecting Salesforce with ConvertKit. In this section, I am going to discuss some main benefits of this integration.

Registration. You can reduce the time to register by using this integration because all the registration information will be automatically recorded in your Salesforce account.

You can reduce the time to register by using this integration because all the registration information will be automatically recorded in your Salesforce account. Easy Communication. With the help of this integration, you can easily send an email to your customer without logging into multiple applications. All the conversation between you and your customer will be recorded in one place which makes it easy for you to manage them.

With the help of this integration, you can easily send an email to your customer without logging into multiple applications. All the conversation between you and your customer will be recorded in one place which makes it easy for you to manage them. Advanced Reporting. The most important feature of this integration is advanced reporting. With the help of this integration, you can easily view the reports of your business which allows you to manage your business properly. These reports allow you to analyze how well customer respond toward your product or service. It also helps you to see where the customer comes from, how many people purchase certain products and how much revenue you earn each time.

The most important feature of this integration is advanced reporting. With the help of this integration, you can easily view the reports of your business which allows you to manage your business properly. These reports allow you to analyze how well customer respond toward your product or service. It also helps you to see where the customer comes from, how many people purchase certain products and how much revenue you earn each time. Easy Data Management. Not only communication but also data management is very important thing if you want to grow your business big. So if you use Salesforce with ConvertKit, then it becomes easy for you to manage all the data in one place. It also allows you to export or import data from one app to another one easily which helps you to save time and effort.

Salesforce and ConvertKit are two great tops for businesses but they work independently. But still, there are a lot of benefits if they both work together. So we recommend our readers that if they want to make their business successful then they should consider using both these tops together if they don’t use them already.

The process to integrate Salesforce and ConvertKit 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 March 29,2023 02:06 pm