Add Contacts / Leads Zap

General Information

When you create new Contacts or Leads in Salesforce, you may want to subscribe the associated emails to different Mailjet contact lists. This way you will be able to easily send mails and newsletters to them. This is where Zapier comes into play – it will help you automate the process, saving you valuable time.

We will now create a zap to add details for new Salesforce Contacts to a Mailjet contact list. You can follow the exact same instructions for adding Leads to a contact list – just choose a New Lead trigger instead of New Contact.

Trigger Phase

To start, go to your Zapier account dashboard and click on ‘Make a Zap!’.

1. Enter a name for your new zap.

   

2. You will need to choose a Trigger App. Search for Salesforce in the Search bar and select the result.

   

3. Please select a Trigger. You want to add the properties of the new Contact to the Mailjet contact list, so you need to choose ‘New Contact’, then click on ‘Save + Continue’.

   

4. Choose an already linked Salesforce account from the list and then click on ‘Continue’. If you have no connected account, or you want to link a new one, click on ‘Connect a New Account’.

   For this example, we will connect a new account by clicking on ‘Connect a New Account’.

   

   In the pop-up window, click on ‘Yes, continue’.

   

   Enter your Salesforce information and click on ‘Log in’.

   

   Go back to your Zapier window and you will see a new ‘Salesforce #’ account. If you wish to change this default name, just click on the pencil icon and enter a new name.

   Select your Salesforce account then click ‘Save + Continue’.

   

5. You will now need to test the link to the account – Zapier will try to fetch the data of an existing Salesforce contact. If you do not have an existing recent contact registered in Salesforce, you will need to create one for testing purposes. When ready, click on ‘Fetch & Continue’.

   

6. Once the test is successful, you will have completed the Trigger phase. Click on ‘Continue’.

   

Action Phase

1. You have now entered the Action App phase. First, search for Mailjet in the Search bar and select the result.

   

2. Select the ‘Subscribe Contact to Mailjet List’ option and click on ‘Save + Continue’.

   

3. Select the Mailjet account you want to use. If no account has been registered or you want to link a different one, click on ‘Connect a New Account’. For this example, we will add a new account by clicking the ‘Connect a New Account’ button.

   

   In the pop-up window, add your Mailjet API Key (User) and Secret Key (Password). You can find this information on the API Key Management page in your Mailjet account.

   Click on ‘Yes, continue’.

   

   The new account will appear as ‘Mailjet Account #’. To change its name, just click on the pencil icon and enter a new one.

   Select your Mailjet account and click on ‘Save + Continue’.

   

4. Select the Contact List to use for your Salesforce Contacts. The contact lists are fetched from your Mailjet account, so you need to have a Contact List already created. If you don’t have one, click on the link above the drop-down menu to make it.

   

5. You now need to match the contact properties you want to transfer from Salesforce to the respective Mailjet contact properties. To do this, click on the ‘Insert a field’ button to call up the drop-down menu, then select the contact detail that corresponds to the respective property.

   

   ‘Email’ is the only mandatory contact property, but it can be useful to match additional ones – e.g. Full Name, Date of Birth, Address etc. This will help you later for personalizing emails in Mailjet, or for segmentation of the contact list for campaigns, for example.

   In the end, you will have a result similar to the picture below.

   

   Note

   To create additional properties in Mailjet, please visit the Mailjet Contact properties page in your account.

   Once you are ready, click on ‘Continue’.

6. You will see the details of the pulled account matched to the Mailjet contact properties.

   

   You can test the zap by clicking on ‘Create & Continue’. Keep in mind that this will add the shown account information to the Mailjet contact list. Alternatively, you can click on ‘Skip Test & Continue’. In both cases, you will be asked to ‘Finish’ the zap.

   

7. Now all you need to do is turn it on by clicking on the toggle button and you are ready to go!

   

Combining Zaps with Mailjet Email Automation

Thanks to the Mailjet Email Automation feature, it is possible to create and manage automated workflows of emails, triggered by different events. This can be used in conjunction with zaps to send automatic emails to email addresses registered with a Contact / Lead, when the Contact / Lead information is being added to a Mailjet contact list.

To do this, you need to configure a Welcome automation scenario for the respective contact list. For more information, please visit the Mailjet Email Automation Guide.