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ConvertKit + Salesforce Integrations

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

About ConvertKit

ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.

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.

Salesforce Integrations
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Best ConvertKit and Salesforce Integrations

  • ConvertKit Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    ConvertKit New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • ConvertKit Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    ConvertKit New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • ConvertKit Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    ConvertKit New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • ConvertKit Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    ConvertKit New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • ConvertKit Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    ConvertKit New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • ConvertKit Trello

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    {{item.message}} Read More...
    When this happens...
    ConvertKit {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect ConvertKit + Salesforce in easier way

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

    Triggers
  • 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.

  • New Account

    Triggers the moment a new account 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
  • 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.

  • 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 ConvertKit & Salesforce Integrations Work

  1. Step 1: Choose ConvertKit as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate ConvertKit with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Salesforce as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Salesforce with Appy Pie Connect.

    (2 minutes)

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

Integration of ConvertKit and Salesforce

ConvertKit is a company founded in 2013 by Nathan Barry and David Wheeler. ConvertKit is an email marketing service that provides its users with the means to. cplect subscribers, create campaigns, manage subscribers, and monitor email performance. They serve over 20,000 creators and small businesses around the globe.

Salesforce is a company founded in 1999 by Marc Benioff and Parker Harris. Salesforce is a cloud-based CRM platform that provides businesses with a variety of tops and features for their business needs.

Integration of ConvertKit and Salesforce

ConvertKit has a wide range of features that allow one to create successful email marketing campaigns. They offer a variety of templates for basic emails such as welcome emails, drip campaigns, product launch emails, and so on. Along with the templates they offer video tutorials for those who find it difficult to create an email template without some guidance. User can use a drag and drop editor to create highly customized emails. They also provide the feature of A/B testing. It allows one to test the effectiveness of emails which will yield more accurate results than manually testing the success of an email.

Salesforce has many features that are similar to ConvertKit’s features. The most useful feature in Salesforce is its ability to link multiple CRMs within one interface. With a Salesforce subscription, one has access to both Salesforce and Wave thus making it easier for users to switch from one to another. Salesforce comes with its own share of templates and drag and drop editors as well. There are tutorials available through Salesforce University which is also very helpful for those who are new to the CRM industry. Salesforce also offers the ability to integrate email marketing software into their CRM. Salesforce offers a free 30 day trial for all new users which makes it very easy for one to test out the CRM and see if it fits their business needs. This gives them more time to decide whether or not they would like to continue using the CRM before purchasing it.

Benefits of Integration of ConvertKit and Salesforce

The benefit of integrating ConvertKit and Salesforce is that one can now send emails through both platforms from the same account. One does not have to log into two different accounts to send emails. This allows for less confusion when sending and receiving emails. With two different CRMs you may forget which one you created an email in or what subject line you used last time you sent an email out for a campaign. With this integration you will no longer have to worry about this problem since all your information will be stored in one place.

Another benefit is that when one uses salesforce you gain access to its other functionalities such as calendar, tasks, reports, dashboards, etc. These features allow one to manage their daily schedule effectively. For example, the calendar feature allows them to set appointments for meetings and appointments or even task due dates for future projects. This will help you keep your schedule organized while you are managing your business effectively. The task feature allows you to assign tasks for projects or employees which will ensure that work gets done on time and in an efficient manner. Reports will allow you to view work completed and other data that will enable you track your progress in terms of revenue or other metrics important to your business growth. Dashboards will allow you to view all these reports in one single screen thus simplifying all your administrative processes and making it easier for you to complete your daily tasks properly. As I mentioned earlier when you have access to all these features within Salesforce you can manage your daily schedule better along with managing your business better as well.

Integrating ConvertKit and Salesforce is beneficial because it will allow marketers to manage their business better by allowing them to synchronize their email marketing campaigns across platforms without having any difficulties or confusion between which campaign they should be working on now. It also allows for easy personalization of emails across platforms so the user doesn’t have to waste time switching back and forth between platforms because there is a simple spution that integrates everything together!

The process to integrate ConvertKit 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.