EmailOctopus + Salesforce Integration

Integrate EmailOctopus to Salesforce in one click, or tell Integrately AI how you want each contact handled. Create contacts, update your CRM, notify your team, and trigger follow-ups automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EmailOctopus
    Contact is created in EmailOctopus Instant
  • EmailOctopus
    Contact is updated in EmailOctopus Instant
  • EmailOctopus
    Contact is deleted in EmailOctopus Instant
  • EmailOctopus
    Campaign is created in EmailOctopus
  • 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.
  • EmailOctopus
    Create contact in EmailOctopus
  • EmailOctopus
    Search contact in EmailOctopus
  • EmailOctopus
    Update contact in EmailOctopus
  • EmailOctopus
    Update contact email address in EmailOctopus
  • EmailOctopus
    Unsubscribe Contact in EmailOctopus
  • EmailOctopus
    Create list in EmailOctopus
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record 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 EmailOctopus + Salesforce Integration

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

Most popular automationsmost-popular-automations
Salesforce + EmailOctopus Integration

Create EmailOctopus contact for new Salesforce record

Are you tired of manually creating EmailOctopus contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create EmailOctopus 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 EmailOctopus {{action.Contact} creation!
See more
Activate
Salesforce + EmailOctopus Integration

Create EmailOctopus contact for new Salesforce contact

If you're using Salesforce to manage your sales leads, it's important to also use EmailOctopus 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 EmailOctopus.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
Activate
  • 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 EmailOctopus + Salesforce flow

Streamline your contact capture, sync your CRM, and notify your sales team instantly. Pick a combination and activate it in one click.

EmailOctopus
Salesforce
+
HubspotHubspot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
E
S
H
Add every new EmailOctopus contact to Salesforce, and create a matching contact in HubSpot
New EmailOctopus contacts appear in Salesforce and HubSpot within seconds, so your marketing and sales databases stay perfectly aligned.
E
S
H
When an EmailOctopus contact is updated, update the Salesforce record and update HubSpot
Contact updates in EmailOctopus automatically flow into Salesforce and HubSpot without manual intervention.
E
S
H
Create a Salesforce contact and a HubSpot contact whenever a new EmailOctopus campaign is created
New EmailOctopus campaigns trigger contact updates across Salesforce and HubSpot automatically.
E
S
H
When an EmailOctopus contact is deleted, search Salesforce and update HubSpot
Removed EmailOctopus contacts trigger status updates in Salesforce and HubSpot instantly.

Supported triggers and actions for EmailOctopus and Salesforce

Mix and match to build the exact automation you need

EmailOctopus
EmailOctopus Triggers & Actions
Instant
Contact is created in EmailOctopus
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in EmailOctopus
Triggers the automation when a contact is updated
Try it →
Instant
Contact is deleted in EmailOctopus
Triggers the automation when a contact is removed from the particular list
Try it →
Campaign is created in EmailOctopus
Triggers the automation when a new campaign is created
Try it →
Create contact in EmailOctopus
Adds a new contact to the address book
Try it →
Search contact in EmailOctopus
Finds and retrieves contact information
Try it →
Update contact in EmailOctopus
Updates contact information with new details
Try it →
Update contact email address in EmailOctopus
Updates the email address associated with a contact
Try it →
Unsubscribe Contact in EmailOctopus
Removes contact from mailing list
Try it →
Create list in EmailOctopus
Generates a new list
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 →
Get records by ID in Salesforce
Retrieves a record based on its id
Try it →
Create record in Salesforce
Generates a new record
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 EmailOctopus + Salesforce?

Streamline your entire lead capture and CRM pipeline by syncing campaign contacts directly into your sales database.

What you can automate?
🎯
Sync new contacts instantly
Automatically create a Salesforce contact whenever a new contact is created in EmailOctopus. Eliminate manual data entry and ensure leads reach your sales team right away.
📋
Capture all custom fields
Map every submitted contact detail from EmailOctopus into corresponding Salesforce record fields. Keep your database rich with context for better follow-ups.
🔔
Alert your sales team
Trigger instant notifications in Slack or CRM tasks whenever a high-value contact joins your EmailOctopus list. Ensure your reps never miss a hot lead.
🔀
Route leads conditionally
Evaluate contact attributes upon submission and assign different Salesforce owners or priorities based on the data provided.
🔄
Keep records updated
Automatically update existing Salesforce records whenever contact details change in EmailOctopus. Maintain consistent data across your entire tech stack.
🛡️
Prevent duplicate entries
Search existing Salesforce records before creation to ensure every contact is updated rather than duplicated across your database.
🗑️
Manage unsubscribes and deletions
When a contact is deleted or unsubscribed in EmailOctopus, automatically update their status in Salesforce to maintain compliance and list hygiene.
🌐
Extend flows to spreadsheets
Connect your core EmailOctopus and Salesforce workflow with Google Sheets to maintain backup records and secondary reporting logs effortlessly.
And much more...

Who is EmailOctopus + Salesforce integration for?

Connecting EmailOctopus and Salesforce helps marketing and sales teams keep contact data perfectly synchronized across platforms without manual export work.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations teams
Operations teams
Revenue operations specialists
Revenue operations specialists
Data analysts
Data analysts
📈
Performance marketers
You're running campaigns across multiple lists but your reporting sheet only updates when someone manually exports contacts, so the row counts you're optimizing against are always a few hours behind — with this integration, every new contact lands in the CRM instantly and your data stays current.
⚡
Sales development reps
You need to act fast on new campaign leads, and you find out too late because contact notifications are buried in email inboxes — automating both apps means every submission creates a task immediately and your outreach starts on time.
🤝
Account managers
You answer to stakeholders who want to see contact growth progress, but pulling manual reports eats into your client strategy time — connecting these apps means your pipeline updates automatically and stakeholder reviews run smoothly.
📊
Operations teams
The volume of campaign subscribers is too high for anyone to keep up by hand, leading to missed records and duplicate entries — with this integration, contact processing runs smoothly at any scale without manual data entry.
🔄
Revenue operations specialists
You own the handoff between marketing and sales and depend on upstream teams to pass contact details over correctly — automating both apps means every contact transfer happens instantly without manual intervention.
🗂️
Data analysts
You need a reliable contact history for attribution reporting and keep finding gaps caused by missed manual imports — this integration means every record is captured accurately from day one.
Try This Integration – No Code Neededarrow right
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 EmailOctopus + Salesforce

Build and manage your EmailOctopus + 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 EmailOctopus + 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
Connect EmailOctopus + Salesforce Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect EmailOctopus + Salesforce Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect EmailOctopus to Salesforce?
Frequently Asked Questions
You can connect EmailOctopus to Salesforce instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build the automation for you. It takes just minutes to link your accounts and start syncing contacts.
Can I automatically sync new EmailOctopus contacts to Salesforce?
Frequently Asked Questions
Can I connect EmailOctopus, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EmailOctopus and Salesforce?
Frequently Asked Questions
How does EmailOctopus handle contact updates with Salesforce?
Frequently Asked Questions
Can Salesforce triggers update EmailOctopus subscriber lists?
Frequently Asked Questions
Do I need coding skills to automate EmailOctopus and Salesforce?
Frequently Asked Questions
Is the EmailOctopus 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 EmailOctopus or Salesforce With 1500+ Other Apps

EmailOctopus
Popular EmailOctopus Integrations
Connect EmailOctopus to email marketing, analytics, and lead generation tools to streamline your campaigns.
See All
EmailOctopus Integrations arrow right
No popular apps found
Salesforce
Popular Salesforce Integrations
Sync Salesforce with CRM, project management, and customer support tools to keep business data unified.
See All
Salesforce Integrations arrow right
No popular apps found