Salesforce integration with Pulseem
How to Send emails to new Salesforce contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send emails to new Salesforce contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Pulseem integrations
Pulseem actions
Nekton can use any feature that is available in Pulseem API.
Using our advanced AI, you can easily create custom automations for Pulseem.
Here are some typical actions you can do in your automated workflows.
Web API - Create/Update Client
Create or update a client in a specific group.
Get Direct Email Report
Get email report.
Get Direct SMS Report
Get SMS report.
Send SMS Direct
Send a new sms.
Change Direct Client Status
Change client status.
Get Direct Client Status
Get a client status.
About Pulseem
Pulseem is a marketing platform that helps you automate your marketing processes. It allows you to send Email, SMS, MMS, Push Notifications and create stunning Landing Pages.