Triggers when an email is sent to a recipient from one of the campaign sequence messages.
New Open
Triggers when a recipient opens an email.
New Reply
Triggers when a recipient replies to one of your messages.
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.
Add Recipient by Email Address
Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.
Add Recipients by Email Addresses
Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent
Create Leads
Creates leads from existing recipients that match the given email addresses.
Pause/Unpause Campaign
Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.
Pause/Unpause Recipient
Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.
Unsubscribe Recipients
Unsubscribes one or more recipients from all current and future campaigns for your team.
Update Lead Status
Updates lead status to Won, Lost, Ignored, or Reopened.
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.
New Click
Triggers when a recipient clicks on a link.
New Lead
Triggers when a lead is created.
New Lead Status
Triggers when the status of a lead changes.
New Message Sent
Triggers when an email is sent to a recipient from one of the campaign sequence messages.
New Open
Triggers when a recipient opens an email.
New Reply
Triggers when a recipient replies to one of your messages.
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.
Add Recipient by Email Address
Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.
Add Recipients by Email Addresses
Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent
Create Leads
Creates leads from existing recipients that match the given email addresses.
Pause/Unpause Campaign
Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.
Pause/Unpause Recipient
Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.
Unsubscribe Recipients
Unsubscribes one or more recipients from all current and future campaigns for your team.
Update Lead Status
Updates lead status to Won, Lost, Ignored, or Reopened.
Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Automate allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.
What Is 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.
How Mailshake and Salesforce Integrations Work?
The integration between Mailshake and Salesforce is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
Connection Establishment: The first step is establishing a secure connection between Mailshake and Salesforce. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
Is the Integration Between Mailshake and Salesforce secure?
While assessing the security of integrating Mailshake with Salesforce, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Mailshake-Salesforce integration:
Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
Data Storage Security: This ensures that the databases or storage systems used by Mailshake and Salesforce integration have adequate security measures.
User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Page reviewed by Abhinav Girdhar | Last Updated on January 12, 2025, 9:10 pm
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