Mailshake + Salesforce Integration

Integrate Mailshake to Salesforce in one click, or tell Integrately AI how you want each lead handled. Send lead details instantly, update your CRM, alert your sales team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Mailshake
    Reply is recieved in Mailshake
  • Mailshake
    Link is clicked in Mailshake
  • Mailshake
    Message is sent in Mailshake
  • Mailshake
    Mail is opened in Mailshake
  • Mailshake
    Lead status is updated in Mailshake
  • Mailshake
    Lead is created for campaign in Mailshake
  • Mailshake
    Lead is created in Mailshake
  • Mailshake
    Campaign is created in Mailshake
  • 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.
  • Mailshake
    Add recipient by email addresses in Mailshake
  • Mailshake
    Add recipient by csv in Mailshake
  • Mailshake
    Unsubscribe recipients in Mailshake
  • Mailshake
    Pause recipient in Mailshake
  • Mailshake
    Unpause recipient in Mailshake
  • Mailshake
    Create lead in Mailshake
  • Mailshake
    Update lead status in Mailshake
  • Mailshake
    Unpause campaign in Mailshake
  • Mailshake
    Pause campaign in Mailshake
  • 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

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Ready Workflows Ready Workflows for Mailshake + Salesforce Integration

Capture leads, organise responses, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Mailshake Integration

Create Mailshake recipient for new Salesforce record

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

Create Salesforce record for new Mailshake recipient

When a new recipient is created in your Mailshake 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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Mailshake + Salesforce Integration

Create Salesforce opportunity for new Mailshake recipient

This automation makes it easy to create new opportunitys in Salesforce when a new recipient is created in Mailshake. Just connect your accounts, and every time a new recipient is created in Mailshake, 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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Mailshake + Salesforce Integration

Create Salesforce task for new Mailshake recipient

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

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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Mailshake + Salesforce Integration

Create Salesforce record for new Mailshake recipient

When a new recipient is created in your Mailshake 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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  • 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 Mailshake + Salesforce flow

Connect your CRM and outreach tools with messaging, scheduling, email, and spreadsheet apps to run your pipeline without manual data entry. Pick a combination and activate it in one click.

Mailshake
Salesforce
+
HubspotHubspot (4)
+
CalendlyCalendly (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (3)
M
S
H
When a lead is created in Mailshake, create a record in Salesforce and create a contact in HubSpot
New Mailshake leads instantly appear in Salesforce as records and sync over to HubSpot as contacts, keeping your entire sales stack aligned.
M
S
H
When a reply is received in Mailshake, update the record in Salesforce and create a task in HubSpot
Engaged prospects trigger immediate updates in Salesforce and open a follow-up task in HubSpot for your reps.
M
S
H
When lead status is updated in Mailshake, update the Salesforce record and update the contact in HubSpot
Status changes in Mailshake flow through to Salesforce and HubSpot so pipeline stages stay completely synchronised.
M
S
H
Use Claude to evaluate Mailshake lead replies, create a Salesforce lead, and add a deal in HubSpot
AI analyses your Mailshake replies, creates a qualified lead in Salesforce, and opens a deal in HubSpot.

Supported triggers and actions for Mailshake and Salesforce

Mix and match to build the exact automation you need

Mailshake
Mailshake Triggers & Actions
Reply is recieved in Mailshake
Triggers the automation when a reply is received
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Link is clicked in Mailshake
Triggers the automation when a link in the email is clicked
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Message is sent in Mailshake
Triggers the automation when a new message is sent
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Mail is opened in Mailshake
Triggers the automation when an email is opened
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Lead status is updated in Mailshake
Triggers the automation when the status of a lead changes
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Lead is created for campaign in Mailshake
Triggers the automation when a lead is created for a campaign
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Lead is created in Mailshake
Triggers the automation when a new lead is created
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Campaign is created in Mailshake
Triggers the automation when a new campaign is created
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Add recipient by email addresses in Mailshake
Adds recipients to a mailing list by their email addresses
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Add recipient by csv in Mailshake
Import multiple recipients from a csv file
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Unsubscribe recipients in Mailshake
Removes recipients from the mailing list
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Pause recipient in Mailshake
Pauses a recipient
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Unpause recipient in Mailshake
Unpauses a recipient
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Create lead in Mailshake
Generates new leads for potential customers
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Update lead status in Mailshake
Updates the status of a lead based on particular criteria
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Unpause campaign in Mailshake
Unpauses a campaign
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Pause campaign in Mailshake
Pauses a campaign
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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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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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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
Try it →

What can you automate with Mailshake + Salesforce?

Streamline your outreach and CRM workflows by automating data syncs, status updates, and team notifications.

What you can automate?
Sync every new lead instantly
Automatically create a new record in Salesforce the moment a lead is generated in Mailshake. Eliminate manual data entry and ensure zero lag in your sales pipeline.
📋
Capture all submitted lead details
Map custom fields, contact emails, and campaign information directly into your CRM records. Keep comprehensive details accessible for every prospect.
🔔
Notify your team the second a reply arrives
Send instant alerts to your sales channels whenever a prospect replies in Mailshake. Keep your team ready to engage high-value prospects immediately.
🔀
Route leads based on campaign criteria
Take different actions depending on campaign responses or lead statuses. Send qualified prospects to dedicated sales reps automatically.
🔄
Keep CRM records up to date as leads change
Update existing records automatically whenever a lead status shifts in Mailshake. Maintain perfect alignment across your entire sales database.
🔍
Prevent duplicate records with smart lookups
Search existing database entries before creating new records. Ensure clean data management without cluttering your CRM with duplicates.
🏷️
Handle later status changes and follow-ups
Trigger task creation and record updates when outreach campaigns complete or lead statuses reach final stages.
🔗
Extend your workflow with Slack notifications
Connect your core automation to Slack and broadcast instant updates to your team whenever new leads are processed.
And much more...

Who is Mailshake + Salesforce integration for?

Connecting Mailshake and Salesforce helps sales teams, marketers, and account managers eliminate manual data entry and keep pipeline tracking completely current.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Operations leads
Operations leads
Business development executives
Business development executives
RevOps specialists
RevOps specialists
📈
Performance marketers
You're running outreach campaigns across multiple lists but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the CRM instantly and your data stays current.
🎯
Sales development reps
You depend on immediate lead notifications to convert warm prospects, but delays in manual CRM entry mean hot leads go cold before anyone reaches out — automating both apps means every lead is created instantly and your team can follow up right away.
📊
Agency account managers
You answer to clients who expect real-time visibility into outreach progress, but compiling updates by hand leaves gaps in your reports — connecting these apps means every interaction flows straight into your records and your reporting is always ready.
⚙️
Operations leads
Your outreach volume is too high for anyone to keep up with manual record creation, leading to messy data and missed opportunities — with this integration, every lead and status change syncs reliably without human intervention.
🤝
Business development executives
You own the closing stage and depend on your outreach team to hand over qualified prospects cleanly, but missing details cause friction in the pipeline — automating both apps means complete lead records arrive ready for your review.
🗂️
RevOps specialists
You need a reliable audit history across your tools, but manual record updates keep introducing errors and missing fields — integrating these apps means your data pipeline runs cleanly with zero missing history.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Mailshake + Salesforce

Build and manage your Mailshake + 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 Mailshake + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Mailshake to Salesforce?
Frequently Asked Questions
You can connect Mailshake to Salesforce instantly using ready-made workflows on Integrately. Choose a pre-built template, authenticate your accounts, and activate the integration in 1 click or use Integrately AI to configure custom steps with Slack, Google Sheets, or Gmail.
Can I automatically sync new Mailshake leads to Salesforce records?
Frequently Asked Questions
Can I connect Mailshake, Salesforce, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Mailshake and Salesforce?
Frequently Asked Questions
How do lead status updates handle data between Mailshake and Salesforce?
Frequently Asked Questions
Can I trigger tasks in Salesforce when a reply is received in Mailshake?
Frequently Asked Questions
Do I need coding skills to automate Mailshake and Salesforce?
Frequently Asked Questions
Is the Mailshake and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Mailshake or Salesforce With 1500+ Other Apps

Mailshake
Popular Mailshake Integrations
Connect Mailshake to email tools, lead generation platforms, and communication channels to capture and nurture prospects effectively.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with analytics, project management, and customer support tools to keep your business data working across your stack.