All integrationsMarketing Automation
Salesforce Account Engagement
Manage prospects, segmentation lists, memberships and tags, and read campaigns and visitor activity.
- actions
- 25
- triggers
- 11
Triggers
Start a workflow when something happens in Salesforce Account Engagement.
- New prospectPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
- New or updated prospectPolls a complete snapshot. Existing records establish the initial baseline; new records and changes fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
- New listPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
- New or updated listPolls a complete snapshot. Existing records establish the initial baseline; new records and changes fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
- New tagPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
- New or updated tagPolls a complete snapshot. Existing records establish the initial baseline; new records and changes fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
- New list membershipPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
- New or updated list membershipPolls a complete snapshot. Existing records establish the initial baseline; new records and changes fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
- New campaignPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
- New visitor activityPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
- New visitPolls a complete snapshot. Existing records establish the initial baseline; new records fire after that. Scans exceeding 4,000 records fail without advancing the saved place. Polling follows your workspace plan.
Actions
Steps a workflow can run in Salesforce Account Engagement.
- List prospectsList prospects. Pagination metadata is returned unchanged.
- Get prospectGet prospect.
- List listsList lists. Pagination metadata is returned unchanged.
- Get listGet list.
- List tagsList tags. Pagination metadata is returned unchanged.
- Get tagGet tag.
- List list membershipsList list memberships. Pagination metadata is returned unchanged.
- List campaignsList campaigns. Pagination metadata is returned unchanged.
- Get campaignGet campaign.
- List visitor activitiesList visitor activities. Pagination metadata is returned unchanged.
- Get visitor activityGet visitor activity.
- List visitsList visits. Pagination metadata is returned unchanged.
- Get visitGet visit.
- List custom fieldsList custom fields. Pagination metadata is returned unchanged.
- Create prospectCreate prospect.
- Update prospectUpdate prospect.
- Delete prospectDelete prospect.
- Create listCreate list.
- Update listUpdate list.
- Delete listDelete list.
- Upsert prospect by emailCreate a prospect or update the prospect with this email and the most recent activity. Use an ID to target a specific duplicate instead.
- Create tagCreate tag.
- Add list memberAdd list member.
- Remove list memberRemove list member.
- Delete tagDelete tag.
No actions match that.
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