Connect ConvertKit to Salesforce
Automate workflows between ConvertKit and Salesforce. No coding required.
What you can automate between ConvertKit and Salesforce
These are the most popular automations teams set up between ConvertKit and Salesforce. Each one runs automatically once activated — no manual steps.
Create contact when new subscriber
Add a new contact to your CRM automatically when when someone joins your mailing list.
Add subscriber when new contact created
Add someone to your mailing list automatically when when a new contact is added to your crm.
Sync ConvertKit changes to Salesforce
Keep Salesforce updated when when a recipient opens your email.
What syncs between ConvertKit and Salesforce
Contact and deal data from ConvertKit syncs to Salesforce for targeted campaigns. Segment by deal stage, contact type, or custom fields.
Data from ConvertKit
- Campaign data
- Subscriber lists
- Email opens / clicks
- Audience segments
- Tags
Data from Salesforce
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
How to connect ConvertKit to Salesforce
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active ConvertKit account
- An active Salesforce account with API access enabled
- A free Arahi AI account (sign up takes 30 seconds)
- Admin or API access in Salesforce to authorize the connection
Create your Arahi AI account
Sign up at app.arahi.ai — it's free and takes 30 seconds. No credit card required. You'll land on the dashboard where you can create your first workflow.
Authenticate ConvertKit
Click "Add Connection" and select ConvertKit from the app directory. You'll be redirected to ConvertKit's authorization page. Grant Arahi access to your campaigns, audiences, and analytics data. You control which lists and campaigns the integration can modify.
Authenticate Salesforce
Same process for Salesforce. Click "Add Connection," select Salesforce, and authorize access. Grant Arahi read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new subscriber in convertkit or new contact created in salesforce. The trigger fires automatically whenever that event happens — no manual intervention.
Configure the action
Define what happens when the trigger fires. For example: create contact in salesforce. Map the data fields between ConvertKit and Salesforce so the right information lands in the right place.
Test and activate
Run a test to confirm data flows correctly between ConvertKit and Salesforce. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — Arahi handles retries, error logging, and monitoring automatically.
Why connect ConvertKit and Salesforce?
Sales and marketing alignment starts with shared data. When Salesforce contacts and deal stages sync to ConvertKit automatically, campaigns target the right people at the right time.
Tips for your ConvertKit + Salesforce integration
Get more out of this integration with these best practices.
Who uses the ConvertKit + Salesforce integration?
Teams across industries connect ConvertKit and Salesforce to streamline their workflows.
Marketing managers running campaigns who rely on Salesforce for crm
Sales teams who need real-time data from ConvertKit
Growth teams and sales teams collaborating across tools
Frequently asked questions
Everything you need to know about connecting ConvertKit and Salesforce.
How do I connect ConvertKit to Salesforce?
Sign up for a free Arahi AI account, then click "Add Connection" to authenticate both ConvertKit and Salesforce via OAuth. Choose a workflow template — like syncing marketing events to crm actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between ConvertKit and Salesforce?
Common workflows include: sync Salesforce contacts to ConvertKit email lists, trigger ConvertKit nurture sequences on Salesforce deal stage changes, update Salesforce lead scores from ConvertKit engagement data, and segment ConvertKit audiences by Salesforce deal properties.
Is the ConvertKit and Salesforce integration free?
Arahi AI includes 100 free actions per month on the Starter plan — enough for most small teams. If your ConvertKit-to-Salesforce workflows need more volume, paid plans start at $29/month with unlimited workflows and priority execution.
Is my ConvertKit data secure when connected to Salesforce?
Yes. Arahi uses OAuth 2.0 for authentication — we never store your ConvertKit or Salesforce passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your marketing data is only accessed when a workflow runs, and you can revoke access at any time from your Arahi dashboard.
Can I sync data both ways between ConvertKit and Salesforce?
Yes. You can set up workflows that trigger from either ConvertKit or Salesforce. For example, create a workflow where ConvertKit events update Salesforce, and a separate one where Salesforce changes sync back to ConvertKit. Each direction is configured independently so you have full control.
Do I need technical skills to connect ConvertKit and Salesforce?
No coding is required. Arahi's visual workflow builder lets you configure triggers, actions, and field mapping with clicks. If you can use ConvertKit and Salesforce, you can set up the integration. Most users are running their first workflow within 10 minutes.
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