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When a lead or contact is created or changes in Salesforce, Zapier adds or updates the person in Mailsoftly, puts them on a list and tags them. Name, company, job title, phone, address and more carry across.
A Mailsoftly webhook endpoint gives you a private URL. A Salesforce Flow can post a record to it as JSON, and Mailsoftly finds or creates the contact and starts an automation, such as a welcome series, with custom fields mapped too.
Add a Send Webhook step to a Mailsoftly automation, for example one that starts when someone fills in your signup form. It posts the contact's details to a Zapier webhook, and Zapier creates or updates the lead in Salesforce.
Yes, through Zapier and through webhooks. Mailsoftly has its own app in the Zapier directory, so you connect Salesforce by creating a Mailsoftly API key, adding it in Zapier and choosing a Salesforce trigger. There is no separate Salesforce app to install inside Mailsoftly. The Connect Salesforce with Zapier guide shows each step.
Three things. A Salesforce edition with API access: Enterprise, Unlimited, Developer and Performance include it, Professional needs the API add-on, and Group and Essentials can't use it. A paid Zapier plan, because Salesforce is a premium app on Zapier. And a Mailsoftly API key, which works on the free Mailsoftly plan.
Use the Update Contact or Add to Contact List action. Both look the person up by email address, update them if they already exist and add them if they don't, so the same person never shows up twice. The Create Contact action only adds new people and skips anyone who is already there.
Yes. Add a Send Webhook step to a Mailsoftly automation and point it at a Zapier webhook. Mailsoftly posts the contact's details as JSON, and a Salesforce action in the same Zap creates or updates the lead or contact.
The Zapier actions cover the standard contact fields: name, email, company, job title, phones, address, website, industry, date of birth and interests. For custom fields, post the record to a Mailsoftly webhook endpoint instead and map each value to a field in the automation's Update Contact step, or use the REST API.
No. Only sync people who have agreed to receive your emails, such as leads who asked for updates or customers who opted in. A good first Zap sends Salesforce opt outs to Mailsoftly with the Add Global Unsubscribe action, so an address that opted out in your CRM is never emailed.
Turn off or delete the Zap in Zapier. To cut off access completely, delete the API key in Mailsoftly under Settings, Advanced, API, and anything using that key stops working right away.
Google Workspace, Microsoft 365, WordPress, Shopify, HubSpot, Jotform and Zapier connect natively, plus a documented REST API and webhooks and an MCP server for AI tools. See the full picture on the Mailsoftly integrations page.
Sign up free, connect Salesforce through Zapier, and email new leads while they still remember you.
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