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ConvertKit and Salesforce connection
Save yourself the work of writing custom integrations for ConvertKit and Salesforce and use n8n instead. Build adaptable and scalable Marketing, Sales, workflows that work with your technology stack. All within a building experience you will love.
Ways to connect ConvertKit and Salesforce
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Create your own ConvertKit and Salesforce connection
Create custom ConvertKit and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
ConvertKit supported actions
Create
Create a field
Delete
Delete a field
Get Many
Get many fields
Update
Update a field
Add Subscriber
Add a subscriber
Get Many
Get many forms
Get Subscriptions
List subscriptions to a form including subscriber data
Add Subscriber
Add a subscriber
Get Many
Get many sequences
Get Subscriptions
Get all subscriptions to a sequence including subscriber data
Create
Create a tag
Get Many
Get many tags
Add
Add a tag to a subscriber
Get Many
List subscriptions to a tag including subscriber data
Delete
Delete a tag from a subscriber
Salesforce supported actions
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users
ConvertKit and Salesforce connection details
Other integrations with ConvertKit
Other integrations with Salesforce
FAQs
FAQ
Can ConvertKit connect with Salesforce?
Can I use ConvertKit’s API with n8n Lab?
Can I use Salesforce’s API with n8n Lab?
Is n8n secure for integrating ConvertKit and Salesforce?
How to get started with ConvertKit and Salesforce connection in n8n.io?
Need help setting up your ConvertKit and Salesforce integration?
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