Integrate SendFox with Salesforce

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

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About SendFox

SendFox is an easy-to-use email marketing platform that includes a user-friendly dashboard, smart campaigns, automation series, numerous lists, landing sites, embedded forms, and more.

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 SendFox + Salesforce quick connects for faster integration? Here’s our list of the best SendFox + Salesforce quick connects.

Explore quick connects

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Connect SendFox + Salesforce in easier way

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

  • Triggers
  • New Campaign

    Lists the campaigns.

  • New Contact

    Lists the contacts.

  • New List

    Lists the lists.

  • New Unsubscribe

    Triggered when a contact is unsubscribed.

  • 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 List

    Creates a new list.

  • Unsubscribe Contact

    Unsubscribes a 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.

How SendFox & Salesforce Integrations Work

  1. Step 1: Choose SendFox 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 SendFox to Salesforce.

    (2 minutes)

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

Integration of SendFox and Salesforce

SendFox?

SendFox is a sales automation platform that enables companies to connect with their prospects via real time messaging and chat. It offers a variety of communication channels like SMS, Email, Facebook Messenger, Slack, HipChat, WeChat, Twitter etc. It enables the sales team to communicate better with the prospect and convert them into customers.

Salesforce?

Salesforce is the world’s leading CRM software which helps firms in managing their sales data efficiently. Salesforce is the best CRM Software for Startups as it is user-friendly and easy to use.

Integration of SendFox and Salesforce

Integrating SendFox with Salesforce will help the sales team to use the power of each other to increase the sales and reduce the workload of the sales team.

Integration benefits:

  • SendFox can be linked up with Salesforce to send automated messages to prospects and keep them engaged. This will make the sales team more productive as they don’t have to expend too much effort in contacting prospects.
  • All the information about the prospects is available in Salesforce which makes it easy for the sales team to contact prospects based on their profile information.
  • All the communication history of a prospect will be available in Salesforce which will help the sales team to understand the communication style of the prospect and help them to communicate effectively with them.
  • The sales team can create email templates in Salesforce and send the emails automatically via SendFox whenever there is an update in Salesforce regarding a prospect. This will allow the sales team to save time in manually creating emails and send them via SendFox.
  • The sales team can schedule fplow ups with prospects using SendFox and this will allow them to plan their time accordingly.
  • Salesforce can be used to monitor the progress of a lead/prospect through SendFox and this will help the sales team to stay updated with the status of all their leads/prospects in real time. This will allow them to pay attention where it is required most or even close down those leads/prospects who are not interested in buying their product/service.

Benefits of Integration of SendFox and Salesforce

The benefits of integration of SendFox and Salesforce are summarised below:

  • Save time on manual communication. Integration of SendFox with Salesforce will help the sales team to save time on manual communication with prospects by generating automated emails, automated messages and scheduling fplow ups for them. This will allow them to concentrate on other important tasks which are important for their business growth.
  • Manage leads and prospects efficiently. Integration of SendFox with Salesforce will help the sales team to manage leads and prospects efficiently as all the information about them will be available in Salesforce in real time. This will allow them to take appropriate action at appropriate time and this will help them achieve their business goals effectively.
  • Monitor lead’s/prospect’s progress. Integration of SendFox with Salesforce will provide real time updates about a lead/prospect and this will help the sales team to monitor their progress efficiently and stay updated about it at all times. This will allow them to react quickly when required even before it becomes a problem which might cost them business if not addressed at right time.
  • Easily track who’s talking to whom. Integration of SendFox with Salesforce will help them easily monitor who is talking to whom and this will enable them to stay updated about their conversation history without any efforts on their part. This will help them gain a better understanding about how their prospect communicates and they can adjust their style of communication accordingly to convert higher lead/prospects into customers.

  • Conclusion:
  • Integration of SendFox with Salesforce will help both the products improve their performance through each other’s strong points. This integration will thus provide a win-win situation for both parties as it will reduce lead time, increase productivity, reduce workload of sales team, manage leads/prospects efficiently, provide real time tracking ability etc. This integration will make both products more appealing for customers as they get a better return on investment by using both products together as compared to using other similar products separately.

    The process to integrate SendFox 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