Users can connect their Salesforce account with Mailmodo to sync lists and contacts.

 

 

Let’s follow the steps to directly import data from Salesforce.  

 

Step 1 :-  In your Mailmodo account, navigate to the Integrations tab to connect the Salesforce account.

 

Step 2 :- Click on ‘Click to authenticate’  in the Salesforce box and connect to your Logged in Salesforce account. 

 

 

Step 3 :- Your contacts syncing would be started automatically once the connection is established. Click on see details to check the status.

 

 Once the connection gets established, all the contacts and lists would be imported and would still be connected to your Salesforce account. 

 

 This connection would make sure that when a new contact gets added to your Salesforce account, it would be automatically fetched in the Mailmodo account as well. 

 

Note :- Mailmodo runs a check and auto sync once a day at 12 AM on (GMT+5:30 timezone) to add all the new contacts from your Salesforce account. 


How will the properties of a Contact in Salesforce be synced into Mailmodo?


Property from SalesforceProperty name in MailmodoData type in Mailmodo
Contact Object Page 442

BirthdatebirthdayDatetime (ISO)
DepartmentDepartmentString
DescriptiondescriptionString
EmailemailString
FirstNamefirst_nameString
LastNamelast_nameString
MailingAddressMailingAddressString
MailingCityMailingCityString
MailingStateMailingStateString
MailingCountryMailingCountryString
MailingPostalCodeMailingPostalCodeString
MailingStateCodeMailingStateCodeString
MailingCountryCodeMailingCountryCodeString
MailingStreetMailingStreetString
MiddleNameMiddleNameString
MobilePhonephoneString
NamenameString
PhonePhoneString
SalutationSalutationString
TitledesignationString
CampaignMember Page 322
CitycityString
ContactIdsalesforce_contact_id-
CountrycountryString
DescriptiondescriptionString
PostalCodepostal_codeString
StatestateString
Streetaddress1String
Lead Object Page 1127
CountryCodeCountryCodeString
IndustryindustryString
Salesforce System Fields Page 6
CreatedDatecreated_atDatetime (ISO)

Custom PropertiesSame as we receive from the IntegrationInferred from the first instance of the value of the properties


Other properties from Salesforce apart from the above-mentioned will not be synced to Mailmodo. Please contact us if you want to sync other properties

Custom properties will be synced to Mailmodo as we receive them from Salesforce