ConvertKit + Salesforce Integration

Integrate ConvertKit to Salesforce in one click, or tell Integrately AI how you want each subscriber handled. Sync email lists to your CRM, update records, alert your sales team, and trigger targeted follow-ups automatically.

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1.
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
  • 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
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2.
  • ConvertKit
    Add subscriber to form in ConvertKit
  • ConvertKit
    Add subscriber to tag in ConvertKit
  • ConvertKit
    Add subscriber to sequence in ConvertKit
  • ConvertKit
    Search subscriber by email in ConvertKit
  • ConvertKit
    Remove subscriber from tag in ConvertKit
  • ConvertKit
    Create or update purchase in ConvertKit
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query 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

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Ready Workflows Ready Workflows for ConvertKit + Salesforce Integration

Capture subscribers, sync CRM contacts, update pipeline records, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
ConvertKit + Salesforce Integration

Create Salesforce record for new ConvertKit purchase

With this ConvertKit - Salesforce integration, whenever a new ConvertKit purchase is placed, a new Salesforce record will be created for it. This simple automation will help you keep track of your purchases and make sure that each one is processed properly.

You can even customize your Salesforce spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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ConvertKit + Salesforce Integration

Create Salesforce record for new ConvertKit subscriber

When a new subscriber is created in your ConvertKit software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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ConvertKit + Salesforce Integration

Create Salesforce opportunity for new ConvertKit subscriber

This automation makes it easy to create new opportunitys in Salesforce when a new subscriber is created in ConvertKit. Just connect your accounts, and every time a new subscriber is created in ConvertKit, a new opportunity will automatically be created in Salesforce.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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ConvertKit + Salesforce Integration

Create Salesforce task for new ConvertKit subscriber

Salesforce and ConvertKit are two powerful cloud-based tools that can be used to improve business productivity. Using this Salesforce - ConvertKit integration, you can automatically create task in Salesforce whenever a new subscriber is created in ConvertKit.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your ConvertKit + Salesforce flow

Bring form responses, booking data, campaign metrics, and customer payments into your ConvertKit and Salesforce workflows. Pick a combination and activate it in one click.

ConvertKit
Salesforce
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TypeformTypeform (4)
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CalendlyCalendly (4)
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MailchimpMailchimp (4)
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StripeStripe (4)
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SlackSlack (4)
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Google SheetsGoogle Sheets (4)
T
C
S
Add every Typeform response to your ConvertKit audience, and create a lead in Salesforce
New Typeform submissions appear in ConvertKit and Salesforce instantly, keeping your email lists and CRM records perfectly aligned.
C
S
T
When a subscriber is confirmed in ConvertKit, search for the contact in Salesforce and update it with Typeform survey data
Enrich your Salesforce contacts using ConvertKit activity and Typeform survey insights without manual searching.
T
C
S
If a Typeform respondent selects enterprise tier, add the subscriber to a ConvertKit sequence and create a priority opportunity in Salesforce
Route high-value Typeform leads into dedicated ConvertKit email sequences and high-priority Salesforce opportunities automatically.
T
S
C
Use Claude to summarise every Typeform response, save the summary in Salesforce, and add the subscriber to a ConvertKit tag
AI analyses Typeform answers before saving structured briefs into Salesforce and tagging subscribers in ConvertKit.

Supported triggers and actions for ConvertKit and Salesforce

Mix and match to build the exact automation you need

ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
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Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
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Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
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Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
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Form is created in ConvertKit
Triggers the automation when a new form is created
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Sequence is created in ConvertKit
Triggers the automation when a sequence is created
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Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
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Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
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Add subscriber to form in ConvertKit
Adds a new subscriber to a form
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Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
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Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
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Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
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Remove subscriber from tag in ConvertKit
Untag the subscriber
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Create or update purchase in ConvertKit
Generates a new invoice
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with ConvertKit + Salesforce?

Streamline your subscriber management and CRM workflows with automated data synchronization.

What you can automate?
🔄
Sync new subscribers to your CRM instantly
Automatically create a new lead or contact in Salesforce the moment a subscriber is confirmed in ConvertKit. Eliminate manual data entry and ensure your sales team has immediate access to new prospects.
📋
Capture every submitted form field
Map all available ConvertKit subscriber attributes and form answers into separate Salesforce fields instead of just names and emails. Your CRM records become a more useful source for review and follow-up.
🔔
Notify your team as soon as leads arrive
Send instant alerts to your sales channel whenever a high-value subscriber confirms their email or completes a form. Keep your team responsive and ready to close deals.
🔀
Route subscribers based on submitted criteria
Send enterprise subscribers to priority Salesforce pipelines while routing standard leads into automated nurture sequences in ConvertKit. Tailor your workflow to fit prospect value.
🔄
Keep CRM records up to date as contacts change
Automatically update existing Salesforce contacts whenever subscriber details or subscription statuses change in ConvertKit. Maintain a single source of truth across your tools.
🔍
Search and update instead of creating duplicates
Look up existing records by email before creating new entries in Salesforce. Prevent clutter and keep your CRM clean of duplicate contacts.
💳
Handle purchases and subscription changes
Log new purchases and subscription updates from ConvertKit straight into Salesforce opportunities. Track customer lifetime value and revenue streams accurately.
💬
Extend workflows with Slack notifications
Connect your ConvertKit and Salesforce flow to Slack to broadcast real-time updates and celebrate closed deals with your entire organization.
And much more...

Who is ConvertKit + Salesforce integration for?

Marketers, sales reps, and customer success teams managing subscriber lists and CRM pipelines benefit by eliminating manual data entry and keeping records perfectly synchronized.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Customer success teams
Customer success teams
Marketing operations specialists
Marketing operations specialists
Data analysts
Data analysts
📈
Performance marketers
You're running campaigns across multiple email lists but your reporting sheet only updates when someone manually exports subscriber data, so the row counts you're optimising against are always a few hours behind — with this integration, every confirmed subscriber lands in the CRM instantly and your data stays current.
Sales development reps
You need to act fast on new form submissions, but notification delays mean leads sit in your inbox for hours before anyone creates a CRM entry — this integration means every confirmed subscriber immediately generates a Salesforce lead so you can reach out first.
📋
Account managers
You answer to stakeholders who want to see pipeline progress, but tracking customer purchases and email engagement across separate platforms leaves gaps in your reports — automating both apps means every purchase update and contact status syncs straight into your dashboards.
🔄
Customer success teams
The volume of inbound support queries and subscriber sign-ups is too high for anyone to keep up by hand without missing critical account details — connecting these apps means every form submission and contact record updates automatically without manual intervention.
🎯
Marketing operations specialists
You own the email sequences and depend on sales teams to hand over lead statuses, but manual handoffs cause delays in campaign triggers — with this integration, contact updates in Salesforce instantly adjust subscriber tags and sequences in ConvertKit.
🗂️
Data analysts
You need a reliable history of customer interactions, but missing syncs between your email lists and CRM create frustrating gaps in your funnel reporting — automating both apps means every contact creation and stage update is logged accurately.
Our team

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Why choose Integrately to automate ConvertKit + Salesforce

Build and manage your ConvertKit + 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 ConvertKit + 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
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Frequently Asked Questions

How do I connect ConvertKit to Salesforce?
Frequently Asked Questions
You can connect ConvertKit to Salesforce in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields for you alongside Slack, Google Sheets, and 1,500+ other apps.
Can I automatically sync ConvertKit subscribers to Salesforce leads?
Frequently Asked Questions
Can I connect ConvertKit, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ConvertKit and Salesforce?
Frequently Asked Questions
How does ConvertKit handle subscriber confirmations with Salesforce?
Frequently Asked Questions
How do Salesforce updates trigger ConvertKit actions?
Frequently Asked Questions
Do I need coding skills to connect ConvertKit and Salesforce?
Frequently Asked Questions
Is the ConvertKit and Salesforce integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect ConvertKit or Salesforce With 1500+ Other Apps

ConvertKit
Popular ConvertKit Integrations
Connect ConvertKit to email marketing, analytics, and lead capture tools to grow your audience and track campaign performance.
Salesforce
Popular Salesforce Integrations
Sync Salesforce with customer support, accounting, and project management tools to keep your business data aligned across your stack.