MailUp Connector for Salesforce is a solution built natively on the Salesforce platform that lets you manage the entire lifecycle of MailUp communication campaigns directly within the CRM, with no need to access external systems.
The solution enables Marketing teams to create and manage Salesforce campaigns, select the target recipients and orchestrate the sending of communications through MailUp while keeping Salesforce as the single place to work and monitor.
Starting from a Salesforce Campaign, users can select and manage the recipient contacts, choosing the most appropriate channel between Email and SMS. For email communications they can use text content or select one of the HTML templates available within MailUp. Before sending, a preview function lets you check the content of the communication and either send it immediately or schedule it for a future date and time.
The integration also supports multi-company scenarios, allowing a single Salesforce Campaign to be linked to different MailUp lists and communications to be managed across multiple companies, brands or business units using dedicated configurations for each operating context.
Automatic synchronization between Salesforce and MailUp ensures that campaign recipients are always aligned with the target defined in the CRM. The solution also supports progressively adding new contacts to the same campaign, enabling incremental sends to new recipients only, without duplicating communications already sent.
Once the send is complete, users can monitor campaign performance directly in Salesforce thanks to a real-time, on-demand integration with MailUp. For every contact in the campaign, detailed information is available — opens, clicks, delivery status, bounces, unsubscribes and other engagement metrics — providing a complete view of marketing effectiveness.
The solution also offers a complete view of MailUp subscriptions directly within Salesforce records. For each Lead or Contact involved in the campaigns, you can review the MailUp lists they belong to, their subscription or unsubscription status, communication preferences and the detail of active subscriptions, ensuring centralized information management without the need to access the MailUp platform.