by CData Arc Marketing | August 30, 2018

Automatically Send Emails to New Salesforce Leads

Today's sales and marketing teams manage contacts across disparate cloud SaaS tools, CRMs, marketing automation platforms and email clients. Naturally, teams want to unify these tools so that interactions from one contact management tool — e.g. creating Salesforce leads — trigger intelligent automations in other tools — e.g. sending email campaigns.

Salesforce email

At CData Arc, we understand just how many widely varied use cases there are for this type of CRM-to-email automation. To help you navigate these connections, we've published an automation sample for CData Arc Connect that walks you through, step-by-step, how to link your cloud-based CRM and email accounts using CData Arc. This sample shows how easily you can automate manual tasks, like sending that automated email campaign through your internal mail server whenever a new Lead is created in Salesforce.

Download the full CRM-email Automation sample