Sending Email Campaigns To Salesforce Leads and Contacts

Prerequisites

You’ll need a Salesforce instance with some leads or contacts in it.

How do I send an email campaign to Salesforce contacts or leads?

To send an email campaign to Salesforce contacts or leads, you can import some or all of your Salesforce records into a Google Sheet, then send the campaign using that Google Sheet in MergeMail.

MergeMail supports using multiple Google Sheet columns in a mail merge, so you can export any Salesforce field into a Google Sheet and then use it as a Variable when writing your campaign. By doing this, you can send each recipient a highly-personalized email.

There are a few options for importing your Salesforce contacts or leads into a Google Sheet.

Method 1: Use the Data connector for Salesforce

To do this, follow this guide on installing and using the Data connector for Salesforce add-on for Google Sheets. When you get to the “Import data” step, you can choose to import contacts, leads, or any other data with email addresses into your Google Sheet.

After doing the initial import, you can choose to do either manual updates of the Google Sheet (see the “Update data” section in the guide), or automatic, scheduled updates (see the “Refresh data” section in the guide).

Method 2: Use Zapier or Automate.io

You can use either Zapier or Automate.io to sync some or all of your contacts or leads into a Google Sheet. Both integrations are fairly flexible and offer customization of what data is synced.

To do this, choose one of their prebuilt integrations that syncs Salesforce data into rows in a Google Sheet:

• Zapier
• Automate.io

Sending a mail merge campaign to your contacts or leads

After syncing your Salesforce data into a Google Sheet using one of the methods above, you can choose that Google Sheet when sending a MergeMail campaign. If you haven’t sent a MergeMail campaign before, you can see how to do so in our Quick Start.