Mandrill and Salesforce automations

Ready-made scenarios where Mandrill and Salesforce work for you: pick one — a copy appears in your account and runs on its own.

131 scenarios

A new file in storage emails the people who care
Website leads greeted — email, CRM, team alert
A proposal right after the call — automatically
An instant personal reply to every new lead
Form leads straight into the CRM
High-priority tickets alert every channel at once
Route each new order into your CRM, invoices, and mailing list
A form request into a tracker issue
Personal rewards for big-spending guests after checkout
Support email sorts itself and becomes tasks
A weekly digest of document changes to your inbox
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
The sprint report — it goes out to stakeholders on its own
Urgent tasks that don't stall
Unpaid-invoice control: task and email — on their own
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Candidate shortlisting, emails and screening tasks
A prospect list with contacts — automatically
A proposal and payment link right after the meeting
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
Track construction progress from site photos
A personalized sales proposal from a table row, ready and sent
Meeting notes — into tasks, participant emails and a summary
New-lead handling: CRM entry, team alert and reminder
Requests from Notion — into Salesforce tasks with a team notice
One campaign across SMS, email and messenger, straight from your CRM
An invoice to the client — from one status change
Cold deals close themselves — and bring back feedback
Weekly backups of every scenario — with full history
Time-based invoices and missing-hours reminders in one run
Tickets prioritized by importance, tasks created for you
Instant reply to a property inquiry with matched listings
Lead verification and CRM sync — straight from a JotForm form
Release notes — ready the moment a version ships
Deal-matched materials — sent automatically by CRM stage
Instant calling and booking of new ad leads
Open-house visitors into your CRM and into an email, right after the visit
Bug reports turned into proper tickets
A follow-up email after a canceled meeting — automatically
Stalled deals bring themselves back to life
A daily sprint and time-tracking report, by email
Data-load failure monitoring with tasks and alerts
The customer's order right inside the support ticket — no manual lookup
Stuck tickets, followed up automatically
Smart auto-replies to routine emails
Client onboarding from a single form: folder, contact, channel, tasks
Upsell signals from support tickets
Interview bookings — call, task and emails assembled automatically
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Team-capacity tracking with over-allocation alerts
Polite candidate rejections sent by email, with the task closed
Smart support triage with Salesforce
Smart lead routing to reps — instant, with no manual assignment
Instant email reply to leads from ads
A daily briefing by email: tasks and meetings in one message
New-issue triage: task, notification, reply to the author, and a logged row
Contract renewal reminders: an email to the client, a task for the rep
Website uptime monitoring with alerts — automatically
Cold outreach with personal emails and CRM logging
Self-updating images and links in materials — automatically
Client renewal reminders — ahead of time
Critical bugs from testing escalated straight to tickets and engineering chat
A daily numbers summary — to chat and email
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Release notes from closed tasks — into oneC and Telegram on their own
A daily launch digest — with a task for each notable one
CRM data quality audit, delivered to your inbox
Automatic lead qualification in Salesforce
Personal post-webinar follow-ups, written from the recording itself
B2B prospect search and personal outreach — on autopilot
Satisfaction surveys after tickets close — automatic
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
Data-quality watch that alerts only on real issues
The recording, emailed to everyone who missed the meeting
Cross-tool task dependencies, reconciled every night
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
A geofence for every new fleet order — automatically
Welcome new clients and assign managers — right after the deal closes
A competitor cheat sheet right in the Salesforce deal card
Deal close-date forecasting from your own history, auto-updated in the CRM
A summary of support tickets — topics and customer mood
Re-engaging quiet clients — weekly, without manual tracking
Tasks and a recap email after a meeting — from one yes
Website lead scoring — a task for the rep only on the strong ones
Automatic meeting booking for new clients
Client onboarding after a won deal
A weekly timesheet report — assembled and emailed on its own
Support ticket replies drawn from your own FAQ list
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Support metrics from two systems — in one weekly report
A knowledge base from support tickets — automatically