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Perfit + Salesforce Integration

Connect Perfit to Salesforce in 1 click

Integrate Perfit + Salesforce For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Perfit + Salesforce Workflows

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Create Perfit contact for new Salesforce record

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

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When Contact is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Contact is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Contact is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Lead is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Lead is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Lead is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Contact is created in Salesforce > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Contact is created in Salesforce > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Contact is created in Salesforce > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Lead is created in Salesforce > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Lead is created in Salesforce > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Lead is created in Salesforce > Check any condition > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Record is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Add interest to contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Record is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Unsubscribe a contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Record is created in Salesforce > Search contact by email in Perfit > Check any condition > (If condition matches) > Update contact in Perfit > (Else) > Create contact in Perfit

Salesforce + Perfit Integration

When Contact is created in Salesforce > Check condition > Create contact in Perfit

Salesforce + Perfit Integration

When Lead is created in Salesforce > Check condition > Create contact in Perfit

Salesforce + Perfit Integration

When Record is created in Salesforce > Check any condition > Create contact in Perfit

Salesforce + Perfit Integration

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Create Your Own Perfit & Salesforce Integration Without Any Code

Create Custom Workflow

Perfit + Salesforce Integration

1.

Record is created in Salesforce
Record is updated in Salesforce
Field is updated on record in Salesforce
Lead is created in Salesforce
Lead is updated in Salesforce
Opportunity is created in Salesforce
Opportunity is updated in Salesforce
Task is created in Salesforce
Task is updated in Salesforce
Contact is updated in Salesforce
Contact is created in Salesforce
Account is created in Salesforce
Account is updated in Salesforce
Outbound message is received in Salesforce Instant
Case is created in Salesforce
Case is updated in Salesforce
Quote is created in Salesforce
Quote is updated in Salesforce

2.

Create contact in Perfit
Add interest to contact in Perfit
Unsubscribe contact in Perfit
Search contact by email in Perfit
Delete contact in Perfit
Update contact in Perfit
Search list by name in Perfit
Create list in Perfit
Rename list in Perfit
Search interest by name in Perfit
Search record using query in Salesforce
Create record in Salesforce
Update record in Salesforce
Search record in Salesforce
Create lead in Salesforce
Update lead in Salesforce
Search lead in Salesforce
Create contact in Salesforce
Update contact in Salesforce
Search contact in Salesforce
Create opportunity in Salesforce
Update opportunity in Salesforce
Search opportunity in Salesforce
Add contact to campaign in Salesforce
Add lead to campaign in Salesforce
Create account in Salesforce
Search account in Salesforce
Update account in Salesforce
Create task in Salesforce
Update task in Salesforce
Search task in Salesforce
Get tasks by contact Id in Salesforce
Create case in Salesforce
Update case in Salesforce
Search case in Salesforce
Get Record by Id in Salesforce
Get events by contact Id in Salesforce
Search quote in Salesforce

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You Can Also Connect Perfit or Salesforce With 1200+ Other Apps

Perfit is the email marketing software that helps you build and nurture your list, send beautiful responsive emails, manage subscribers and personalise campaigns based on subscriber activity. It also helps track campaign results.

See Perfit Integrations

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.

See Salesforce Integrations

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