Omnisend + Salesforce Integration

Integrate Omnisend to Salesforce in one click, or tell Integrately AI how you want each contact handled. Qualify leads, create CRM contacts, alert your sales team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Omnisend
    Contact is created in Omnisend
  • 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 Omnisend + Salesforce Integration

Capture contacts, create leads, keep your CRM updated, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + Omnisend Integration

Create Omnisend contact for new Salesforce record

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

Create Omnisend contact for new Salesforce contact

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

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

Sync campaign contacts with customer records, alert your support team, and log data across your tools. Pick a combination and activate it in one click.

Omnisend
Salesforce
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ShopifyShopify (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
ZendeskZendesk (4)
+
Google Analytics 4Google Analytics 4 (4)
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SlackSlack (4)
S
O
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When a new order is created in Shopify, create a subscriber in Omnisend and create an opportunity in Salesforce.
Shopify store orders instantly add subscribers in Omnisend and open new opportunities in Salesforce without manual export.
S
O
S
When a customer is created in Shopify, trigger a custom event in Omnisend and update the matching contact in Salesforce.
New Shopify customers trigger custom events in Omnisend and update Salesforce records automatically.
S
O
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When an order is fulfilled in Shopify, trigger a custom event in Omnisend and create a task in Salesforce.
Fulfilled Shopify orders trigger Omnisend custom events and create follow-up tasks in Salesforce.
S
O
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Use ChatGPT to analyse new Shopify orders, create a subscriber in Omnisend, and create a lead in Salesforce.
ChatGPT analyses Shopify order details before creating Omnisend subscribers and Salesforce leads.

Supported triggers and actions for Omnisend and Salesforce

Mix and match to build the exact automation you need

Omnisend
Omnisend Triggers & Actions
Contact is created in Omnisend
Triggers the automation when a new contact is created
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Create subscriber in Omnisend
Adds new users to the subscription list
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Trigger custom event in Omnisend
Initiates a custom event
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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 Omnisend + Salesforce?

Streamline your marketing data and CRM records with powerful automated workflows.

What you can automate?
🔄
Sync new contacts from Omnisend to Salesforce
Create a Salesforce lead or contact automatically whenever a new contact is created in Omnisend, removing manual export work.
📋
Capture every submitted custom event and field
Map all available Omnisend contact attributes and custom events directly into Salesforce fields instead of just basic names and emails.
🔔
Notify your team the moment a lead arrives
Alert your sales channel in Slack or send instant notifications so your team can engage high-intent subscribers immediately.
🔀
Route records based on custom contact criteria
Assign high-value subscribers to senior sales reps in Salesforce while routing standard signups to automated nurturing sequences.
🔄
Keep contact records up to date automatically
Update existing Salesforce records whenever subscriber information changes in Omnisend, preventing outdated contact data.
🔍
Search and update instead of creating duplicates
Search for existing Salesforce records by email before creating new entries, keeping your CRM database clean and organized.
💳
Handle later campaign and subscription status events
Trigger automated workflows when subscriptions update, invoices fail, or customer statuses change across your platforms.
🔗
Extend your workflow to external apps like Slack
Connect your core Omnisend and Salesforce flow with Slack, Shopify, or Zendesk to automate multi-step business operations.
And much more...

Who is Omnisend + Salesforce integration for?

Ecommerce marketers, sales directors, and customer support leads rely on this integration to eliminate manual data entry and keep pipeline numbers accurate.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Ecommerce store owners
Ecommerce store owners
Customer support leads
Customer support leads
Operations directors
Operations directors
📈
Performance marketers
You're running marketing campaigns across multiple channels but your CRM records only update when someone manually exports leads, so the conversion counts you're reviewing are always a few hours behind — with this integration, every new contact lands in Salesforce instantly and your data stays current.
Sales representatives
You need to follow up with inbound subscribers while their intent is high, but waiting for batch data transfers means leads go cold before you reach out — with this integration, every new contact creates a Salesforce lead instantly so you can make contact right away.
🤝
Account managers
You need a clear history of client engagement across marketing and sales touchpoints to review during check-ins, but missing contact logs leave blind spots in your client files — with this integration, every interaction is recorded accurately so your reports are always complete.
🛒
Ecommerce store owners
You manage high volumes of customer signups and campaign interactions every day, making manual record keeping impossible to sustain without errors — with this integration, every contact flows straight into Salesforce without manual copy-pasting.
🎧
Customer support leads
You depend on sales and marketing teams to hand over campaign context before handling customer requests, but missing notes cause delays in customer service — with this integration, contact details and events are shared across systems instantly.
📊
Operations directors
You rely on clean audit trails and reliable customer data history, but manual entry errors create frustrating gaps in your database — with this integration, every workflow runs automatically with consistent formatting and zero missing records.
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 Omnisend + Salesforce

Build and manage your Omnisend + 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 Omnisend + 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
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in $19.99

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Frequently Asked Questions

How do I connect Omnisend to Salesforce?
Frequently Asked Questions
You can connect Omnisend to Salesforce in 1 click using ready workflows on Integrately, or ask Integrately AI to build the integration for your exact requirements.
Can I automatically create Salesforce leads from new Omnisend contacts?
Frequently Asked Questions
Can I connect Omnisend, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Omnisend and Salesforce?
Frequently Asked Questions
How does Omnisend handle contact data during the integration?
Frequently Asked Questions
How are records updated in Salesforce from Omnisend events?
Frequently Asked Questions
Do I need coding skills to automate Omnisend and Salesforce?
Frequently Asked Questions
Is the Omnisend and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Omnisend or Salesforce With 1500+ Other Apps

Omnisend
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with customer support, project management, and reporting tools to keep your business pipeline organised.