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Before synchronizing your Salesforce lists in Mailify, you must first install the Sarbacane plugin to your Salesforce account. Go to the “Contact list” menu in the Mailify app and create a new list.
Choose the “Synchronized list” option.
Then select Salesforce from the list of plugins suggested.
Select the Salesforce account you wish to synchronize with Mailify from the drop-down menu. If necessary, you can add a new Salesforce account.
Then select the lists you wish to synchronize.
After synchronization, your lists will be shown in the “Contact list” menu in your Mailify account.
Among other things, you can then communicate with the contacts in these lists by creating a new Email or SMS campaign.
