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Mailshake + Salesforce Integrations

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

About Mailshake

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 Connect allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.

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.

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Best Mailshake and Salesforce Integrations

  • Mailshake Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Mailshake 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
  • Mailshake Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Mailshake 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
  • Mailshake Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Mailshake 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
  • Mailshake Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Mailshake 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
  • Mailshake Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Mailshake 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
  • Mailshake Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • 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 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 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 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 Mailshake & Salesforce Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Mailshake 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 Mailshake and Salesforce

Mailshake

Mailshake is a platform that simplifies the automatic management of e-mails. It is a cloud-based top that “helps” you manage your inbox. The software allows you to automate repetitive tasks, including replying to messages, scheduling meetings, and fplowing up with potential clients. According to Mailshake founder Steve Jang, this top was created in order to “organize all of your email accounts in one place.”

Salesforce

Salesforce is an American company specializing in the development of enterprise cloud computing products. These are used for customer relationship management (CRM), sales force automation (SFA), marketing, mobile device management, human resource applications, analytics, Internet of Things, social customer support, business intelligence, and other applications. The company has its headquarters in San Francisco, California. Salesforce also has offices in Europe, India, China, Japan, Latin America, Australia, New Zealand, and more.

Integration of Mailshake and Salesforce

The integration of Mailshake and Salesforce allows users to connect Mailshake with their CRM profiles through the use of webhooks. Users can also see lead scores when looking at Mailshake messages with Salesforce. This integration brings yet another advantage to Mailshake customers. By using Mailshake, companies can automate their email workflows in order to improve productivity. Users can set up rules that will send certain messages directly to Salesforce or integrate both products in order to find customers with specific products or services. When you manage your e-mail in Mailshake, you don’t have to copy messages to Salesforce in order to track information about your leads. Instead, you can track your leads by clicking on the link provided in the message. At this point, you will be directed to Salesforce where you can see all the necessary info about that particular lead. You can then interact with that lead using the CRM without having to leave Mailshake.

Benefits of Integration of Mailshake and Salesforce

Integration of Mailshake and Salesforce helps companies manage the customer experience by giving them access to various data points generated by their emails. For example, if a user receives an email from a potential customer with the subject line “Interested in your product!” he can reply with a prewritten response by simply clicking on the button ‘reply’ within the email. In addition, Mailshake automatically categorizes messages according to different parameters such as location or industry. All of this information is available in Salesforce, which allows users to make decisions based on this information. For example, a company can identify leads from a specific city or industry and focus their efforts on those leads while ignoring others. This way, they can save time and money spent on low-value leads. In addition, Mailshake ensures that all messages are sent out at a specified time while keeping the same style and formatting.

The process to integrate Mailshake 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.