Introduction

Our Salesforce plugin connects to popular email marketing apps.

Salesforce Integration Plugin

The Cyclr Salesforce plugin allows you to synchronise contacts and campaigns with a number of email marketing platforms, including SentoriCampaign Monitor, and MailChimp.

It does not require a Salesforce account with API access available.

You can find the Cyclr plugin on the Salesforce AppExchange.

Prerequisites

  • Salesforce User with suitable admin permissions for installing plugins and managing pages/fields.
  • An account for either CampaignMonitor, MailChimp, or Sentori
  • API key (CampaignMonitor and Sentori only)
  • Cyclr account

Features list

Synchronise Campaigns

  • Create draft emails
  • Synchronise contacts to lists

Synchronise Reports

You can send reporting data from your email marketing platform back to Salesforce. The data available depends on which email platform you use, but can include:

  • Recipients
  • Total Opened
  • Clicks
  • Unsubscribed
  • Bounced
  • Unique Opened
  • Spam Complaints
  • Forwards
  • Likes
  • Mentions

Setup the Salesforce Plugin

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