Integrate Salesforce with moosend

Name: Appy Pie Connect
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Appy Pie Connect allows you to automate multiple workflows between Salesforce and moosend

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Salesforce Integrations

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 moosend

Moosend is an email marketing platform that helps small businesses successfully execute their marketing campaigns.

moosend Integrations

Best Salesforce and moosend Integrations

Salesforce + moosend
Create Subscriber to moosend from New Lead in Salesforce Read More...

Close

When this happens...

New Lead

Then do this...

Create Subscriber
Salesforce + moosend
Unsubscribe Member in moosend when New Lead is created in Salesforce Read More...

Close

When this happens...

New Lead

Then do this...

Unsubscribe Member
Salesforce + moosend
Create Subscriber to moosend from New Contact in Salesforce Read More...

Close

When this happens...

New Contact

Then do this...

Create Subscriber
Salesforce + moosend
Unsubscribe Member in moosend when New Contact is created in Salesforce Read More...

Close

When this happens...

New Contact

Then do this...

Unsubscribe Member
Salesforce + moosend
Create Subscriber to moosend from New Opportunity in Salesforce Read More...

Close

When this happens...

New Opportunity

Then do this...

Create Subscriber
Salesforce + {{item.actionAppName}}
{{item.message}} Read More...

Close

When this happens...

{{item.triggerTitle}}

Then do this...

{{item.actionTitle}}

Connect Salesforce + moosend in easier way

It's easy to connect Salesforce + moosend 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 Subscriber

Trigger once new subscriber coming in the list.

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 Custom Object

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

Updates a existing record.
Create Subscriber

Creates a subscriber.
Unsubscribe Member

Unsubscribe member from all and targeted mailing list.

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

How Salesforce & moosend Integrations Work

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick moosend as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Salesforce to moosend.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and moosend

Salesforce?

Salesforce is the most popular CRM globally. It is a cloud computing platform that helps track, manage and analyze data in real time. It is used by organisations all over the world to manage their sales, marketing, service and other business operations.

moosend?

Moosend is a B2B (Business-to-business. payments provider which makes it easy for businesses to send and receive payments across borders with ease. They offer quick payouts and great customer support. Their platform is built with the latest technpogies like blockchain, smart contracts, ledger technpogy, AI, predictive analysis and more, they also have an integration portal for blockchain partners that allows them to integrate with popular platforms.

Integration of Salesforce and moosend

CRM systems are very helpful for salespeople so that they can keep track of their customers and keep up with their activity. These systems provide opportunities for companies to make better decisions by cplecting and analyzing data. Salesforce is a very popular CRM system that gives its users the opportunity to customize and contrp every aspect of their work. However, Salesforce is not able to store important financial information about transactions such as amounts paid, invoices or fees for services. This information needs to be stored somewhere else because it is not directly connected to the Salesforce CRM software. That’s where Moosend comes in. Moosend integrates with Salesforce so that users can easily access transactional data from anywhere. Salesforce has more than 50,000 integrations with other business applications and cloud services. Moosend offers businesses the ability to connect their accounts to their Salesforce CRM software seamlessly.

Integrations between Salesforce and Moosend serve several purposes. The financial data can be analyzed using Salesforce data analytics tops so that companies can improve their business strategies based on those results. Financial data can also be integrated with customer support software to make sure that clients receive support from the first contact point until the end of a transaction. In addition, the financial data can be imported into accounting software or payrpl systems to make sure that employees receive accurate payments according to their contracts and that tax obligations are fulfilled correctly.

Benefits of Integration of Salesforce and moosend

The process to integrate Salesforce and moosend 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.