Optinly + Salesforce Integration

Connect Optinly to Salesforce in 1 click

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1.
  • Optinly
    Subscriber is added to a campaign in Optinly Instant
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Field is updated on record 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 Optinly + Salesforce Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Optinly + Salesforce Integration

Create Salesforce record for new Optinly contact

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

Create Salesforce opportunity for new Optinly contact

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

Create Salesforce task for new Optinly contact

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

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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Optinly + Salesforce Integration

Create Salesforce contact for new Optinly 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 Optinly 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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Automations

Top 10 Most Popular Optinly Automations from
Integrately Community

Just click on the workflow you want to automate

Optinly logo
Shopify logo
Create Shopify customer for new Optinly contact
Activate
Optinly logo
Chatwork logo
Send Chatwork message for new Optinly contact
Activate
Optinly logo
Cisco Webex (Teams) logo
Send Cisco Webex (Teams) message for new Optinly contact
Optinly logo
Twist logo
Send Twist message for new Optinly contact
Optinly logo
Zulip logo
Send Zulip message for new Optinly contact
Optinly logo
Shopify logo
Create Shopify customer for new Optinly contact
Activate
Optinly logo
Chatwork logo
Send Chatwork message for new Optinly contact
Activate
Optinly logo
Cisco Webex (Teams) logo
Send Cisco Webex (Teams) message for new Optinly contact
Optinly logo
Twist logo
Send Twist message for new Optinly contact
Optinly logo
Zulip logo
Send Zulip message for new Optinly contact
Optinly logo
Google Chat logo
Send Google Chat message for new Optinly contact
Optinly logo
Zoho Sheet logo
Create Zoho Sheet row for new Optinly contact
Optinly logo
Zendesk Sell logo
Create Zendesk Sell deal for new Optinly contact
Optinly logo
Groove logo
Create Groove ticket for new Optinly contact
Optinly logo
Assembla logo
Create Assembla ticket for new Optinly contact
Optinly logo
Google Chat logo
Send Google Chat message for new Optinly contact
Optinly logo
Zoho Sheet logo
Create Zoho Sheet row for new Optinly contact
Optinly logo
Zendesk Sell logo
Create Zendesk Sell deal for new Optinly contact
Optinly logo
Groove logo
Create Groove ticket for new Optinly contact
Optinly logo
Assembla logo
Create Assembla ticket for new Optinly contact

Top 10 Most Popular Salesforce Automations from
Integrately Community

Most popularmost-popular-automations
01
Elementor Forms logo
Salesforce logo
Create Salesforce contact for new Elementor Forms form submission
02
Salesforce logo
Telegram logo
Send Telegram message for new Salesforce record
03
Salesforce logo
Microsoft To-Do logo
Create Microsoft To-Do task for new Salesforce task
04
Zoho Desk logo
Salesforce logo
Create Salesforce opportunity for new Zoho Desk ticket
05
Manychat logo
Salesforce logo
Create Salesforce record for new ManyChat external request
cloud
Salesforce
app integration
06
Google Sheets logo
Salesforce logo
Create Salesforce contact for new Google Sheets row
07
Google Sheets logo
Salesforce logo
Create Salesforce record for new Google Sheets row
08
Salesforce logo
WATI logo
Send WATI message for new Salesforce record
09
Salesforce logo
Google Calendar logo
Create Google Calendar event for new Salesforce record
10
WordPress logo
Salesforce logo
Create Salesforce contact for new WordPress user
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
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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Want to automate something else in your workflow?

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Optinly
Optinly
Optinly is a lead generation tool that allows you to easily create highly targeted popups that convert. Create beautiful, engaging and fun popups in minutes with no design or development skills required!
Salesforce
Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.