mailXpert + Salesforce Integrations, Built by an AI Agent
Put mailXpert + Salesforce to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between mailXpert and Salesforce
See the kind of workflows teams build with mailXpert and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
mailXpert + Salesforce
When a contact is created or updated in mailXpert, sync the updated contact information to Salesforce.
See details
Add new CRM leads to email marketing lists
When a new lead is created in Salesforce, automatically add them as a subscriber to a designated list in mailXpert.
See details
Create CRM contacts from email subscribers
When a new subscriber is added in mailXpert, automatically create a matching contact record in Salesforce.
See details
Send transactional emails on closed deals
When a deal is marked won in Salesforce, automatically send a transactional confirmation email to the client using mailXpert.
See details
Browse the full workflow library →
Looking to achieve something else with mailXpert and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for mailXpert and Salesforce
Everything mailXpert and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.
mailXpert Explore mailXpert →
mailXpert is a digital marketing platform designed for creating, sending, and analyzing email newsletters and automated campaigns.
TriggersTriggers when a contact is unsubscribed.
Triggers when a new contact is created or updated.
Triggers when an link is opened.
Triggers when an email is opened.
Add contact to an automation Flow.
Subscribes a contact with a double opt-in process according to the contact list settings.
Unsubscribes a contact.
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact with being subscribed (no double opt in) will be created in the selected contact list.
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact without being directly subscribed (double opt in enabled) will be created in the selected contact list.
Creates or updates a contact. If a matching contact is found then it will be updated, otherwise a new contact will be created in the selected contact list. The affected Contact will be added to the selected automation Flow.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Other Email Marketing apps on Knit
Explore more Email Marketing integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Action Network
A digital organizing toolset that provides email marketing, online petitions, and fundraising tools for progressive campaigns and nonprofits.
Acumbamail
An email marketing and SMS platform for creating newsletters, managing subscriber lists, and running automated email campaigns.
Adestra
Adestra is an enterprise email marketing software platform providing message personalization, automation, and campaign delivery tracking.
Audienceful
Audienceful is a content-focused email marketing platform that allows users to publish web content and email newsletters simultaneously.
AWeber
AWeber is an email marketing tool that enables small businesses to design newsletters, automate campaigns, and manage subscribers.
beehiiv
beehiiv is a digital newsletter platform that provides tools for content creators to write, send, scale, and monetize email newsletters.
BigMailer
BigMailer is an email marketing and newsletter platform that allows agencies and high-volume senders to manage bulk email campaigns.
BirdSend
BirdSend is an email marketing automation application designed for content creators to manage contact lists and email campaigns.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about mailXpert + Salesforce
Is there a pre-built mailXpert + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches mailXpert and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built mailXpert or Salesforce connector?
No. The Agent works whether or not mailXpert or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does syncing Salesforce and mailXpert improve lead tracking?
New subscribers or email interactions in mailXpert automatically create or update records in Salesforce, providing sales teams with clear engagement context.
Can deal stage updates trigger targeted emails?
Yes, changing a deal stage or closing a deal in Salesforce can automatically add subscribers to specific lists or send transactional emails through mailXpert.