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How to integrate Salesforce with Mailfold (Zapier)

Estimated reading: 4 minutes 227 views

To integrate your records from Salesforce to send them Direct Mail through Mailfold, follow this tutorial.

1. Go to CONTACTS

On the dashboard, click on ‘Contacts’. 

 

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2. Click on INTEGRATIONS or INTEGRATION

Now on the ‘Contacts’ view, go to the menu located on the right side of the screen. Then you can either click on ‘+Add contacts’ and then click on ‘Integrations’. Or click on the ‘Integration’ button. 

 

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The ‘Integrations’ view will appear if you click on any of them. 

 

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3. Click on LEARN MORE 

On the Automate with Zapier square, click on ‘Learn More’. 

 

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4. Create ZAP

The Zapier window will show up, now you have to click either on ‘Create Zap’ or Start creating your workflow. 

 

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5. Select Salesforce 

It is time to connect the first app. To do so, click on the left blank rectangle and search for ‘Salesforce’. Select Salesforce to start the integration.

 

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6. Select Mailfold 

Then select Mailfold, to be able to connect Salesforce with it. 

 

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7. Select Action

Once you have finished with the apps, select the events. Find the first event that needs to happen, in this case, ‘New Record’. 

 

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8. Select Second Action

This is the action that will appear on Mailfold. In this case, select ‘Create contact’. Anytime a new record is registered in Salesforce, automatically will appear on Mailfold. When you are done, click on ‘Try it’. 

 

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9. Click on GET STARTED

A preview of the next steps will be shown. Click on ‘Get started’ to begin. 

 

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10. Connect Salesforce Account 

The next step is to connect your Salesforce account. To do so, click on ‘Connect’. 

 

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A new window will be open. It is time to give access to Zapier. Click on the blank space. 

 

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Then, select ‘production’. 

 

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On the next view, click on ‘Allow’. This will give access to your Salesforce account to Zapier. 

 

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11. Click on NEXT 

Once you can visualize your Salesforce account, click on ‘Next’.

 

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12. Select Object

It is time to select the Salesforce information you are gonna take to Mailfold. To do so, click on the search rectangle. 

 

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Type ‘contact’, then, click on ‘Contact’.

 

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Once ‘Contact’ is selected. 

 

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13. Click on NEXT 

Now click on ‘Next’ to continue with the workflow. 

 

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14. Connect Mailfold Account 

Now connect your Mailfold account with Zapier. Select it and as soon as you have your email account on the screen, click on ‘Next’.

 

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15. Select Fields 

Now, select the fields you want to include in Mailfold. This will be the information contained in the list that will be created on Mailfold. 

 

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16. Click on NEXT 

Once you have selected all the fields, click on ‘Next’. 

 

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17. Map fields 

It is the moment to map the information from Salesforce into Mailfold. To do that, click on every blank rectangle. 

 

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Then select the respective information for each blank. 

 

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18. Name Contacts List 

Once all the information is mapped, name your contacts list. This name will be displayed on your Mailfold list. 

 

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19. Click on NEXT

Once you have your list name ready, click on ‘Next’. 

 

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20. Click on SEND TEST

If all the information is correct, click on ‘Send test’. 

 

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A message will be displayed on the screen telling that the Test was sent. 

 

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21. Check Mailfold 

To check if the test was sent, go to the Mailfold dashboard and click on ‘Contacts’. 

 

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Then check if the list was created and has the name you assigned to it. 

 

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22. Click on NEXT 

Once you have checked that the test worked, click on ‘Next’. 

 

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23. Click on TURN ON ZAP 

Now it is time to turn on your workflow. To do that, click on ‘Turn on Zap’. 

 

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This message will appear on the screen. Now your zap is on, and your contacts from Salesforce will be automatically exported to Mailfold. 

 

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