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Connect Salesforce to lemlist

Use 10 documented Salesforce triggers to run 14 documented lemlist actions.

10 source triggers
14 target actions
Reverse direction supported

Why Connect Salesforce & lemlist?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a lemlist action

Send the event into one of 14 documented actions, such as Add Email In Unsubscribes, Add Lead To A Campaign, Delete An Email From Unsubscribes.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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lemlist

Triggers (2)

New Activity (Instant)

Emit new event for each new activity. See docs here

webhook
New Unsubscribed Recipient (Instant)

Emit new event when a recipient unsubscribes. See docs here

webhook

Actions (14)

Add Email In Unsubscribes

This action adds a lead in the unsubscribed list. See the docs here

Add Lead To A Campaign

This action adds a lead in a specific campaign. If the lead doesn't exist, it'll be created, then inserted to the campaign. The creator of the lead is the campaign's sender See the docs here

Delete An Email From Unsubscribes

This action deletes a lead in the unsubscribed list. See the docs here

Delete Lead From Campaign

This action deletes a lead from a specific campaign. All information, including statistics, will be deleted. See the docs here

Get Lead

This action retrieves all the information of a specific lead using its email. See the docs here

List Campaign Id Options

Retrieves available options for the Campaign Id field.

Mark Lead From All Campaigns As Interested

This action marks a specific lead as interested using its email in all campaigns. See the docs here

Mark Lead From All Campaigns As Not Interested

This action marks a specific lead as not interested using its email in all campaigns. See the docs here

Mark Lead From One Campaigns As Interested

This action marks a specific lead as interested using its email in a specific campaign. See the docs here

Mark Lead From One Campaigns As Not Interested

This action marks a specific lead as not interested using its email in a specific campaign. See the docs here

Pause Lead From All Campaigns

This action pauses a specific lead using its email in all campaigns. See the docs here

Resume Lead From All Campaigns

This action starts a specific lead using its email in all campaigns. See the docs here

Unsubscribe Lead From Campaign

This action will unsubscribe a lead from all campaigns if he belongs to the specified campaign. See the docs here

Update Lead In Campaign

This action updates a lead in a specific campaign. If the lead doesn't exist a 404 error will be returned. See the docs here

Integration Features

10 documented Salesforce triggers
14 documented lemlist actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported lemlist to Salesforce direction

Capability Examples

Salesforce trigger → lemlist action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

lemlistlemlist

Add Email In Unsubscribes

lemlist trigger → Salesforce action

Reverse direction
lemlistlemlist

New Activity (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and lemlist accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented lemlist operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 14 documented lemlist actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect lemlist to Salesforce for bidirectional automation

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All lemlist Integrations

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