Integration · CRM

Salesforce integration for lifecycle emails and churn signals

A record-triggered Flow with an HTTP Callout sends Salesforce records to Atlis as JSON. Send Atlis's own fields, or your Salesforce field names and map them once. Status changes then update the user's stage and start the matching workflow.

Start freeRead the setup guide

Growth plan and upIncluded in the 14-day trialSet up in minutes

Salesforce → AtlisConnected
Record created
User added to Atlis
Status field changes
Stage or trigger updated
Account cancelled
Marked Churned, win-back starts
What it does

What does the Salesforce integration do?

Your CRM's leads and stages, in Atlis

  • Records flow in

    A record-triggered Flow with an HTTP Callout action, or Apex, posts JSON to Atlis when a record is created or changed.

  • Your field names

    Send Salesforce field names to the Atlis inbound URL and pick the user ID, email, name and status fields from a sample payload.

  • Statuses, mapped

    Map each status value to Activated, Churned, Reactivated, Pause automations, or a workflow trigger such as Trial Started, Subscription Activated, Payment Failed or Plan Upgraded.

Setup

How do you connect Salesforce to Atlis?

Three steps, all in screens you already use. The setup guide has every detail.

  1. 1

    Get your Atlis API key

    In Atlis go to Settings → Integrations → Server API & CRM and generate an API key.

  2. 2

    Build a record-triggered Flow

    Add an HTTP Callout action that POSTs JSON to the Atlis identify URL, or to the inbound URL with your own field names.

  3. 3

    Map fields and statuses

    For the inbound URL, paste a sample payload in Atlis and pick the fields. Then map your status values in CRM status mapping.

Receive a CRM's own webhookCRM status mappingServer API
FAQ

Salesforce and Atlis: questions and answers

Plan and limits

Growth, Scale or an active trial.

Good to know
  • Salesforce Outbound Messages send XML, which Atlis doesn't read. Use a Flow HTTP Callout or Apex that sends JSON.
  • Use the same user ID your app sends, so people aren't duplicated.
Compare every plan
01

Can I use Salesforce Outbound Messages?

No. They send XML, which Atlis doesn't read. Use a record-triggered Flow with an HTTP Callout action, or Apex, that sends JSON.

02

Which Atlis plan includes the Salesforce integration?

Growth, Scale and every 14-day trial.

Works well with

What can you do with Salesforce data in Atlis?

Lifecycle workflowsReady-written emails on 30 triggersChurn recoveryWin-backs and failed paymentsLikely to buy & cancelPredictions learned from your users

More integrations

HubSpotContacts and lifecycle stagesZoho CRMLeads, statuses and plansStripeFailed payments, cancellations, upgrades

Connect Salesforce in a few minutes.

Start free, connect your app, and let Atlis send the right email when your users' signals change.

Start free See pricing

14 days of Growth free, then free forever up to 250 users · No credit card