Campaign Monitor + Salesforce Integration

Integrate Campaign Monitor to Salesforce in one click, or tell Integrately AI how you want each subscriber handled. Sync subscriber details, create Salesforce contacts, update records, and notify your sales team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Campaign Monitor
    Subscriber is added to list in Campaign Monitor
  • Campaign Monitor
    Subscriber is removed from list in Campaign Monitor
  • Campaign Monitor
    Email is clicked in Campaign Monitor
  • Campaign Monitor
    Email is openned in Campaign Monitor
  • Campaign Monitor
    Campaign is emailed to someone bounce in Campaign Monitor
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • Campaign Monitor
    Add Subscriber in Campaign Monitor
  • Campaign Monitor
    Update subscriber in Campaign Monitor
  • Campaign Monitor
    Search Subscriber in Campaign Monitor
  • Campaign Monitor
    Unsubscribe subscriber in Campaign Monitor
  • Campaign Monitor
    Send Smart Transactional Email in Campaign Monitor
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Campaign Monitor + Salesforce Integration

Capture subscribers, create Salesforce contacts, update records, alert your team, and track campaign engagement, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Campaign Monitor Integration

Create Campaign Monitor contact for new Salesforce record

Are you tired of manually creating Campaign Monitor contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Campaign Monitor contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Campaign Monitor {{action.Contact} creation!
See more
Salesforce + Campaign Monitor Integration

Create Campaign Monitor contact for new Salesforce contact

If you're using Salesforce to manage your sales leads, it's important to also use Campaign Monitor to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Salesforce, a corresponding contact will automatically be created in Campaign Monitor.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Campaign Monitor + Salesforce flow

Connect your subscriber workflows to customer success, communication, and scheduling tools once records are created. Pick a combination and activate it in one click.

Campaign Monitor
Salesforce
+
GmailGmail (4)
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (4)
+
HubspotHubspot (3)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
C
S
G
Add every Campaign Monitor subscriber to Salesforce, and send a welcome email in Gmail.
New Campaign Monitor subscribers appear in Salesforce instantly and Gmail sends a welcome email right away, eliminating manual data entry.
S
G
C
When a Salesforce lead is created from Campaign Monitor, send an alert email in Gmail.
Salesforce leads generated from Campaign Monitor trigger an immediate alert email in Gmail, keeping your team informed.
S
G
C
When a Salesforce contact is updated, send a follow-up email in Gmail and update Campaign Monitor.
Updated Salesforce contacts trigger a follow-up email in Gmail and sync changes back to Campaign Monitor.
C
S
G
Use Claude to summarize Campaign Monitor subscriber feedback, create a Salesforce task, and send the brief via Gmail.
Claude summarizes Campaign Monitor engagement, creates a Salesforce task, and emails the brief through Gmail.

Supported triggers and actions for Campaign Monitor and Salesforce

Mix and match to build the exact automation you need

Campaign Monitor
Campaign Monitor Triggers & Actions
Subscriber is added to list in Campaign Monitor
Triggers the automation when a subscriber is added to a list
Try it →
Subscriber is removed from list in Campaign Monitor
Triggers the automation when a subscriber is removed from a list
Try it →
Email is clicked in Campaign Monitor
Triggers the automation when an email link is clicked by the recipient
Try it →
Email is openned in Campaign Monitor
Triggers the automation when an email is opened
Try it →
Campaign is emailed to someone bounce in Campaign Monitor
Triggers the automation when a campaign email is bounced
Try it →
Add Subscriber in Campaign Monitor
Adds a new contact to your subscriber list
Try it →
Update subscriber in Campaign Monitor
Updates subscriber information
Try it →
Search Subscriber in Campaign Monitor
Looks up and retrieves subscriber information
Try it →
Unsubscribe subscriber in Campaign Monitor
Removes a subscriber from the mailing list
Try it →
Send Smart Transactional Email in Campaign Monitor
Sends a smart transactional email
Try it →
Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it →
Record is created in Salesforce
Triggers the automation when a new record is created
Try it →
Record is updated in Salesforce
Triggers the automation when any record is updated
Try it →
Lead is created in Salesforce
Triggers the automation when a new lead is created
Try it →
Lead is updated in Salesforce
Triggers the automation when the lead information is updated
Try it →
Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it →
Task is created in Salesforce
Triggers the automation when a new task is created
Try it →
Task is updated in Salesforce
Triggers the automation when any task is updated
Try it →
Contact is updated in Salesforce
Triggers the automation when a contact is updated
Try it →
Contact is created in Salesforce
Triggers the automation when a new contact is created
Try it →
Account is created in Salesforce
Triggers the automation when a new account is created
Try it →
Account is updated in Salesforce
Triggers the automation when an account is updated
Try it →
Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it →
Case is created in Salesforce
Triggers the automation when a new case is created
Try it →
Case is updated in Salesforce
Triggers the automation when any case is updated
Try it →
Quote is created in Salesforce
Triggers the automation when a new quote is created
Try it →
Quote is updated in Salesforce
Triggers the automation when any quote is updated
Try it →
Search record using query in Salesforce
Searches for a record using the query provided by the user
Try it →
Create record in Salesforce
Generates a new record
Try it →
Get records by ID in Salesforce
Retrieves a record based on its id
Try it →
Update record in Salesforce
Updates a record with new information
Try it →
Search record in Salesforce
Searches for a record within a given database
Try it →
Create lead in Salesforce
Generates new leads for potential customers
Try it →
Update lead in Salesforce
Updates the lead information
Try it →
Search lead in Salesforce
Retrieves information for a particular lead
Try it →
Create contact in Salesforce
Adds a new contact to the database
Try it →
Update contact in Salesforce
Updates contact information with new details
Try it →
Search contact in Salesforce
Finds and retrieves contact information
Try it →
Create opportunity in Salesforce
Creates a new instance of the support system
Try it →
Update opportunity in Salesforce
Updates the opportunity details as needed
Try it →
Search opportunity in Salesforce
Searches for a opportunity
Try it →
Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
Try it →
Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
Try it →
Create account in Salesforce
Generates a new account
Try it →
Search account in Salesforce
Searches for account information
Try it →
Update account in Salesforce
Updates account information
Try it →
Create task in Salesforce
Creates a new task
Try it →
Update task in Salesforce
Updates the task with new information or changes
Try it →
Search task in Salesforce
Searches for a task
Try it →
Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
Try it →
Create case in Salesforce
Generates a new case entry
Try it →
Update case in Salesforce
Updates case details based on new information received
Try it →
Search case in Salesforce
Searches for a case record
Try it →
Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
Try it →
Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with Campaign Monitor + Salesforce?

Streamline your subscriber management and CRM workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync new subscribers to Salesforce contacts instantly
Automatically create a contact in Salesforce the moment a subscriber is added to a list in Campaign Monitor. Eliminate manual data entry and ensure your sales team has immediate access to new leads.
📋
Capture every subscriber detail accurately
Map all available Campaign Monitor subscriber fields directly into Salesforce contact fields instead of just names and emails. Your CRM records become comprehensive sources for review and sales follow-up.
🔔
Alert your sales team the second a lead converts
Send instant notifications to your sales channel whenever a Campaign Monitor subscriber clicks an email or triggers a high-intent action that creates a Salesforce lead.
🔀
Route leads based on submitted campaign data
Perform different actions depending on specific subscriber list criteria or email engagement metrics. Send high-value prospects to senior reps while standard subscribers go to general queues.
🔄
Keep Salesforce updated as subscriber details change
Automatically update existing Salesforce records whenever subscriber information is modified or unsubscribed in Campaign Monitor, keeping your CRM database accurate.
🔍
Prevent duplicate records with smart search actions
Search existing Salesforce records before creating new contacts or leads. Add or update information cleanly without cluttering your database with duplicate entries.
Handle later engagement changes and campaign bounces
Automatically update Salesforce records or trigger follow-up tasks when a Campaign Monitor email bounces or an existing subscriber changes their campaign preferences.
💬
Extend your workflow to team communication tools
Connect your Campaign Monitor and Salesforce flow with Slack or email apps to broadcast key subscriber milestones and keep cross-functional teams aligned.
And much more...

Who is Campaign Monitor + Salesforce integration for?

Connecting Campaign Monitor and Salesforce eliminates manual data entry, giving marketing and sales teams real-time subscriber sync and accurate CRM records.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Customer operations teams
Customer operations teams
Sales operations managers
Sales operations managers
Data analysts
Data analysts
📈
Performance marketers
You're running email campaigns across multiple segments but your CRM contact lists only update when someone manually exports subscriber data, so the conversion counts you're reviewing are always a few hours behind — with this integration, every new subscriber lands in Salesforce instantly and your campaign data stays current.
Sales representatives
You need to reach out to engaged subscribers immediately, but waiting for daily spreadsheet exports means you find out about high-intent leads way too late — automating both apps means every email click creates a Salesforce lead instantly so you can follow up while interest is peak.
🤝
Agency account managers
You answer to clients who want to see real-time campaign growth and lead generation numbers, but manual reporting causes constant delays — connecting these apps means client dashboards update automatically and progress is visible without manual exporting.
📊
Customer operations teams
The volume of new subscribers is far too high for anyone to keep up by hand, leading to missed contacts and unassigned leads — this integration means every list addition triggers automatic record creation so your CRM scales effortlessly.
🔄
Sales operations managers
You own the handoff from marketing campaigns to outbound sales, but lagging data transfers create friction in the pipeline — automating both apps means subscriber data flows seamlessly into Salesforce records without manual re-typing.
🗂️
Data analysts
You need a reliable customer history across platforms, but manual sync errors leave frustrating gaps in your reporting database — with this integration, every subscriber action maps accurately into Salesforce for complete pipeline visibility.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Campaign Monitor + Salesforce

Build and manage your Campaign Monitor + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Campaign Monitor + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Campaign Monitor to Salesforce?
Frequently Asked Questions
You can connect Campaign Monitor to Salesforce in 1 click using ready workflows or ask Integrately AI to build the automation. It also supports Slack, Gmail, Hubspot, and 1,500+ other apps.
Can I automatically create Salesforce contacts from new Campaign Monitor subscribers?
Frequently Asked Questions
Can I connect Campaign Monitor, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Campaign Monitor and Salesforce?
Frequently Asked Questions
How are subscriber list updates handled between Campaign Monitor and Salesforce?
Frequently Asked Questions
Can I update existing Salesforce records when subscriber details change?
Frequently Asked Questions
Do I need coding skills to automate Campaign Monitor and Salesforce?
Frequently Asked Questions
Is the Campaign Monitor and Salesforce integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Campaign Monitor or Salesforce With 1500+ Other Apps

Campaign Monitor
Popular Campaign Monitor Integrations
Connect Campaign Monitor to email marketing, form builders, and analytics tools to capture and track subscriber growth.
Salesforce
Popular Salesforce Integrations
Sync Salesforce with customer support, project management, and reporting tools to keep your CRM data working across your entire stack.