ConvertKit
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ConvertKit and Salesforce Integration

Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Gather leads, trigger automated emails and put your email marketing on autopilot in ConvertKit. Do much more by connecting ConvertKit and Salesforce.

Popular Integrations

  • Salesforce - New Contact
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    ConvertKit - Add Subscriber to Form

    Add Subscriber to Form in ConvertKit on a New Contact in Salesforce

  • ConvertKit - New Form Subscribed
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    Salesforce - Add or Update a Contact

    Add or Update a Contact in Salesforce on a New Form Subscribed in ConvertKit

  • Salesforce - New Contact
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    ConvertKit - Add Subscriber to Sequence

    Add Subscriber to Sequence in ConvertKit on a New Contact in Salesforce

  • ConvertKit - New Form Subscribed
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    Salesforce - Add or Update a Lead

    Add or Update a Lead in Salesforce on a New Form Subscribed in ConvertKit

  • Salesforce - New Lead
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    ConvertKit - Add Subscriber to Form

    Add Subscriber to Form in ConvertKit on a New Lead in Salesforce

  • ConvertKit - New Sequence Subscribed
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    Salesforce - Add or Update a Contact

    Add or Update a Contact in Salesforce on a New Sequence Subscribed in ConvertKit

  • Salesforce - New Lead
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    ConvertKit - Add Subscriber to Sequence

    Add Subscriber to Sequence in ConvertKit on a New Lead in Salesforce

  • ConvertKit - New Sequence Subscribed
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    Salesforce - Add or Update a Lead

    Add or Update a Lead in Salesforce on a New Sequence Subscribed in ConvertKit

Looking for something else?

Create your own Integration

Connect ConvertKit and Salesforce the way you want. Start by selecting the trigger and action events listed here.

When this happens

TRIGGERS
  • ConvertKit - New Form Subscribed

    New Form Subscribed

    Triggers when a new Subscriber sunbscribes to a specific Form. Requires a paid ConvertKit account to use this.

  • ConvertKit - New Sequence Subscribed

    New Sequence Subscribed

    Triggers when a new subscriber subscribes to a specific Sequence. Requires a paid ConvertKit account to use this.

  • ConvertKit - New Subscriber

    New Subscriber

    Triggers when a new Subscriber is added.

  • ConvertKit - Subscriber Tagged

    Subscriber Tagged

    Triggers when a Tag is added to a Subscriber. Requires a paid ConvertKit account to use this

  • ConvertKit - Sequence Completed

    Sequence Completed

    Triggers when a Sequence completed. Requires a paid ConvertKit account to use this.

  • ConvertKit - New or Updated Purchase

    New or Updated Purchase

    Triggers when a new Purchase is added or an existing Purchase is updated. Requires a paid ConvertKit account to use this

  • ConvertKit - Subscriber Activated

    Subscriber Activated

    Triggers when a new Subscriber is confirmed within your account irrespective of subscription to Form or Sequence. Requires a paid ConvertKit account to use this.

  • ConvertKit - User Unsubscribed

    User Unsubscribed

    Triggers when a user unsubscribes from emails. Requires a paid ConvertKit account to use this.

  • ConvertKit - Subscriber Tag Removed

    Subscriber Tag Removed

    Triggers when a Tag is removed from a Subscriber. Requires a paid ConvertKit account to use this.

  • Salesforce - New Contact

    New Contact

    Triggers when there is a new Contact

  • Salesforce - New Custom Object

    New Custom Object

    Triggers when there is a new Custom Object (of the type selected) is created

  • Salesforce - New Lead

    New Lead

    Triggers when there is a new Lead

  • Salesforce - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity

  • Salesforce - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated

  • Salesforce - New Account

    New Account

    Triggers when there is a new Account

  • Salesforce - New Event

    New Event

    Triggers when there is a new Event

  • Salesforce - New Task

    New Task

    Triggers when there is a new Task

  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account is updated

  • Salesforce - Updated Contact

    Updated Contact

    Triggers when an existing Contact is updated

  • Salesforce - Updated Contact Property

    Updated Contact Property

    Triggers when an existing Contact's property is updated

  • Salesforce - Updated Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object is updated

  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated

  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated

  • Salesforce - New Case

    New Case

    Triggers when there is a new Case

  • Salesforce - New Note

    New Note

    Triggers when there is a new Note

  • Salesforce - Updated Account Property

    Updated Account Property

    Triggers when an existing Account's property is updated

  • Salesforce - Updated Opportunity Stage

    Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed

  • Salesforce - New Case Comment

    New Case Comment

    Triggers when there is a new Comment on a Case

Do this

ACTIONS
  • Salesforce - Add or Update a Contact

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact

  • Salesforce - Add or Update a Lead

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead

  • Salesforce - Add or Update an Account

    Add or Update an Account

    Creates a new Account or updates an existing Account

  • Salesforce - Add or Update a Custom Object

    Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object

  • Salesforce - Add or Update an Event

    Add or Update an Event

    Creates a new Event or updates an existing Event

  • Salesforce - Add a Note

    Add a Note

    Creates a new Note

  • Salesforce - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity

  • Salesforce - Add or Update a Task

    Add or Update a Task

    Creates a new Task or updates an existing Task

  • Salesforce - Add a Call Log

    Add a Call Log

    Creates a new Call log

  • Salesforce - Add a Campaign Member

    Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)

  • Salesforce - Add or Update a Case

    Add or Update a Case

    Creates a new Case or updates an existing Case

  • Salesforce - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact

  • Salesforce - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact

  • Salesforce - Get Contacts for a Opportunity

    Get Contacts for a Opportunity

    Get Contacts for Opportunity

  • Salesforce - Search an Account

    Search an Account

    Search Accounts

  • Salesforce - Search a Contact

    Search a Contact

    Search Contacts

  • Salesforce - Search a Custom object

    Search a Custom object

    Search Custom Objects

  • Salesforce - Search an Event

    Search an Event

    Search Events

  • Salesforce - Search a Lead

    Search a Lead

    Search Leads

  • Salesforce - Search an Opportunity

    Search an Opportunity

    Search Opportunities

  • Salesforce - Search a Task

    Search a Task

    Search Tasks

  • Salesforce - Search a User

    Search a User

    Search Users

  • Salesforce - Search a Campaign

    Search a Campaign

    Search Campaigns

  • Salesforce - Search a Case

    Search a Case

    Search Cases

  • Salesforce - Search a Folder

    Search a Folder

    Search Folders

  • ConvertKit - Add Subscriber to Form

    Add Subscriber to Form

    Add a Subscriber to the selected Form. Note that the details for subscribers with existing email IDs will be updated

  • ConvertKit - Add Subscriber to Sequence

    Add Subscriber to Sequence

    Add a Subscriber to a selected Sequence. Note that the details for subscribers with existing email IDs will be updated

  • ConvertKit - Tag Subscriber

    Tag Subscriber

    Add a Tag to selected Subscriber

  • ConvertKit - Add or Update Purchase

    Add or Update Purchase

    Adds a Purchase or Updates an existing Purchase

  • ConvertKit - Search Purchase

    Search Purchase

    Search a Purchase by ID

  • ConvertKit - Search Subscriber

    Search Subscriber

    Search a Subscriber from your subscribers

  • ConvertKit - Update Subscriber

    Update Subscriber

    Update a Subscriber from your subscribers

  • ConvertKit - Unsubscribe Subscriber

    Unsubscribe Subscriber

    Unsubscribe a Subscriber from your subscribers

  • ConvertKit - Remove Tag from Subscriber

    Remove Tag from Subscriber

    Remove Tag from Existing Subscriber

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Connect ConvertKit and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Typeform
Zoho Forms
Google Forms

Forms

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ConvertKit Workflow

ConvertKit

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Salesforce Workflow

Salesforce

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Square
PayPal
FreshBooks

Payments

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