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.
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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It's easy to connect Mailshake + Salesforce without coding knowledge. Start creating your own business flow.
Triggers when a recipient clicks on a link.
Triggers when a lead is created.
Triggers when the status of a lead changes.
Triggers when an email is sent to a recipient from one of the campaign sequence messages.
Triggers when a recipient opens an email.
Triggers when a recipient replies to one of your messages.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.
Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent
Creates leads from existing recipients that match the given email addresses.
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.
Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.
Unsubscribes one or more recipients from all current and future campaigns for your team.
Updates lead status to Won, Lost, Ignored, or Reopened.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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 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.
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.
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.