Enroll new CRM leads into marketing segments

When a lead is created in Salesforce, automatically add them to a welcome segment in Leadinfo to start outreach.

Try:

See all Salesforce + Leadinfo integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Salesforce Explore Salesforce →

Triggers

New lead created

Fires when a new lead or contact is created in Salesforce.

Deal stage changed

Fires when a deal moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update deal stage

Moves a deal to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

Leadinfo Explore Leadinfo →

Triggers

Subscriber added

Fires when a new subscriber is added in Leadinfo.

Campaign sent

Fires when a campaign is sent from Leadinfo.

Subscriber unsubscribed

Fires when a subscriber unsubscribes in Leadinfo.

Actions

Add subscriber

Adds or updates a subscriber in Leadinfo.

Send campaign

Creates or sends a campaign from Leadinfo.

Add to segment

Adds a subscriber to a segment in Leadinfo.

Log sent campaigns on CRM deal records When a campaign is sent in Leadinfo, automatically log an activity on the corresponding deal in Salesforce for sales tracking. See details

Subscribe contacts after winning deals When a deal is won in Salesforce, automatically add the customer as a subscriber in Leadinfo to send welcoming newsletters. See details

See all Salesforce + Leadinfo integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Enroll new CRM leads into marketing segments” between Salesforce and Leadinfo?

Yes — describe it in the box above and Knit's Integrations Agent researches Salesforce and Leadinfo's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating Leadinfo with Salesforce help sales representatives?

Marketing emails sent from Leadinfo can automatically log activities on CRM contacts or deals in Salesforce, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in Salesforce can immediately add the contact as a subscriber in Leadinfo.