Emma + Salesforce Integration

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

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1.
  • Emma
    Subscriber is created in Emma Instant
  • Emma
    Subscriber is unsubscribed in Emma Instant
  • Emma
    Group is created in Emma Instant
  • Emma
    Member is added to group in Emma Instant
  • Emma
    Member shares a message in Emma Instant
  • Emma
    Group is deleted in Emma Instant
  • Emma
    Group is updated in Emma Instant
  • Emma
    Field is updated in Emma Instant
  • Emma
    Member is updated in Emma Instant
  • Emma
    Mailing is finished in Emma Instant
  • Emma
    Field is created in Emma Instant
  • Emma
    Field is deleted in Emma Instant
  • Emma
    Member status is updated in Emma Instant
  • Emma
    Member is deleted in Emma Instant
  • Emma
    Member is removed from group in Emma Instant
  • Emma
    Message is forwarded in Emma Instant
  • Emma
    Member shares link to message and someone click on it in Emma Instant
  • Emma
    Message is opened in Emma Instant
  • Emma
    Message is clicked in Emma 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.

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Ready Workflows Ready Workflows for Emma + Salesforce Integration

Capture subscribers, organise contacts, keep records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Emma Integration

Create Emma contact for new Salesforce record

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

Create Salesforce record for new Emma contact

When a new contact is created in your Emma 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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Emma + Salesforce Integration

Create Salesforce opportunity for new Emma contact

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

Create Salesforce task for new Emma contact

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

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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Emma + Salesforce Integration

Create Salesforce contact for new Emma contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Salesforce contact and Emma contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Emma + Salesforce Integration

Create Salesforce record for new Emma contact

When a new contact is created in your Emma 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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Connect more apps to your Emma + Salesforce flow

Sync subscriber activity with messaging tools, forms, and calendars after your core pair runs. Pick a combination and activate it in one click.

Emma
Salesforce
+
HubspotHubspot (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
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StripeStripe (3)
E
S
H
Create a Salesforce record when a subscriber is created in Emma, and add a contact in HubSpot.
New Emma subscribers land in Salesforce as records and appear in HubSpot as contacts instantly, preventing manual data entry.
E
S
H
When a mailing is finished in Emma, update the matching record in Salesforce and create a task in HubSpot.
Mailing completions update your Salesforce records and open follow-up tasks in HubSpot automatically.
E
S
H
When a subscriber is unsubscribed in Emma, update the Salesforce record and update the contact in HubSpot.
Unsubscribe events update your Salesforce records and adjust contact statuses in HubSpot automatically.

Supported triggers and actions for Emma and Salesforce

Mix and match to build the exact automation you need

Emma
Emma Triggers & Actions
Instant
Subscriber is created in Emma
Triggers the automation when a new subscriber is added
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Instant
Subscriber is unsubscribed in Emma
Triggers the automation when a subscriber opts out from further communication
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Instant
Group is created in Emma
Triggers the automation when a new group is created
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Instant
Member is added to group in Emma
Triggers the automation when a new member is added to a group
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Instant
Member shares a message in Emma
Triggers the automation when a member shares a message
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Instant
Group is deleted in Emma
Triggers the automation when any group is deleted
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Instant
Group is updated in Emma
Triggers the automation when any group is updated
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Instant
Field is updated in Emma
Triggers the automation when a particular action in the workflow fails
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Instant
Member is updated in Emma
Triggers the automation when a member's profile is updated
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Instant
Mailing is finished in Emma
Triggers the automation when the mailing process is completed
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Instant
Field is created in Emma
Triggers the automation when a particular action in the workflow fails
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Instant
Field is deleted in Emma
Triggers the automation when a particular action in the workflow fails
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Instant
Member status is updated in Emma
Triggers the automation when the status of a member is updated
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Instant
Member is deleted in Emma
Triggers the automation when any member is removed from the system
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Instant
Member is removed from group in Emma
Triggers the automation when a member is removed from a particular group
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Instant
Message is forwarded in Emma
Triggers the automation when a message is forwarded
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Instant
Member shares link to message and someone click on it in Emma
Triggers the automation when someone clicks on a link shared by one of the members
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Instant
Message is opened in Emma
Triggers the automation when a message is opened
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Instant
Message is clicked in Emma
Triggers the automation when a message is clicked
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Create subscriber in Emma
Adds new users to the subscription list
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Get memeber by Id in Emma
Retrieves a member's data based on their id
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Create group in Emma
Creates a new group based on particular criteria
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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 Emma + Salesforce?

Streamline your campaign data flow by connecting subscriber events directly to your CRM records.

What you can automate?
🔄
Sync new subscribers to CRM records
Automatically create a Salesforce record whenever a new subscriber is created in Emma. Keep your customer database updated without manual data entry.
📋
Capture every submitted campaign field
Map all available Emma subscriber answers into separate Salesforce record fields instead of just basic contact info. Your CRM becomes a more comprehensive source for review.
🔔
Alert your team instantly on activity
Notify your sales channel or team members the moment an important subscriber event occurs in Emma or Salesforce. Ensure rapid internal communication.
🔀
Route records based on submitted data
Apply conditional rules to direct subscribers to specific Salesforce pipelines or campaigns based on the fields they submit in Emma.
✏️
Keep CRM records up to date
Automatically update existing Salesforce records whenever subscriber details or fields are modified in Emma, preventing stale information.
🔍
Prevent duplicate records
Search existing CRM entries before creating new ones, updating records when matches are found instead of creating messy duplicates.
⚙️
Handle later status changes
Manage subscription updates, mailing completions, and opt-outs by pushing status changes from Emma to Salesforce automatically.
🔌
Extend your workflow to third-party apps
Connect Emma and Salesforce events to tools like Slack or HubSpot to trigger multi-step pipelines and notifications.
And much more...

Who is Emma + Salesforce integration for?

Connecting Emma and Salesforce eliminates manual data entry, keeping subscriber records and CRM pipelines accurate for teams that depend on timely campaign insights.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Sales development reps
Sales development reps
Compliance officers
Compliance officers
📈
Performance marketers
You're running campaigns across multiple lists but your CRM 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 new subscriber lands in your records instantly and your data stays current.
Sales representatives
You need to act fast on new campaign leads, and you find out too late when lists sit in an email tool instead of your CRM — with this integration, every new lead creates a CRM record instantly so your team can reach out right away.
🤝
Account managers
You answer to clients who want to see real-time campaign engagement tracked alongside their CRM accounts — this integration means every subscriber activity updates your records automatically without requiring manual status reports.
📊
Operations teams
The volume of new subscriber signups is too high for anyone to keep up by hand, leading to missing records and messy databases — automating both apps means every contact lands in your CRM securely and without errors.
🎯
Sales development reps
You own the outreach step and depend on marketing teams to hand over campaign responses manually — connecting these apps means every new subscriber is pushed to your CRM workflow the moment they join.
🛡️
Compliance officers
You need a reliable history of subscriber opt-ins and opt-outs and keep finding gaps when teams forget to log changes across systems — connecting these apps means every preference update is recorded accurately in your CRM.
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 Emma + Salesforce

Build and manage your Emma + 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 Emma + 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
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Emma to Salesforce?
Frequently Asked Questions
You can connect Emma to Salesforce in one click using ready automation templates on Integrately, or use Integrately AI to build custom workflows linking Emma, Salesforce, Hubspot, and 1,500+ other apps.
Can I automatically create Salesforce records from new Emma subscribers?
Frequently Asked Questions
Can I connect Emma, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Emma and Salesforce?
Frequently Asked Questions
How are subscriber fields handled between Emma and Salesforce?
Frequently Asked Questions
Can I update Salesforce records when a mailing finishes in Emma?
Frequently Asked Questions
Do I need coding skills to automate Emma and Salesforce?
Frequently Asked Questions
Is the Emma and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Emma or Salesforce With 1500+ Other Apps

Emma
Popular Emma Integrations
Connect Emma to email marketing tools, lead capture forms, and analytics platforms to drive campaign results.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with accounting software, project management tools, and support desks to keep business data connected.