SmartReach integration with Salesforce
How to Create Salesforce contacts with new replies to SmartReach.io campaigns
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Salesforce contacts with new replies to SmartReach.io campaigns" 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 SmartReach integrations
SmartReach actions
Nekton can use any feature that is available in SmartReach API.
Using our advanced AI, you can easily create custom automations for SmartReach.
Here are some typical actions you can do in your automated workflows.
Add Email to "Do Not Contact" List
Adds a new email to Do Not Contact List.
Remove Tags From Prospect
Remove tags from an existing prospect.
Find or Create Prospect
Finds or Creates a prospect.
Add Tags to Prospect
Add tags to an existing prospect.
Add Domain to "Do Not Contact" List
Adds a new domain to Do Not Contact List.
Mark Prospect as Completed
Marks a prospect as Completed and pauses any active campaign for them.
About SmartReach
SmartReach.io is a sales automation platform that helps you automate sending cold-emails and follow-ups from your mailbox and running email outreach campaigns with built-in tools.