Can I filter campaign members to include only specific criteria?

Yes, you can specify criteria such as engagement level or segment to filter which members are added to Coda.

Can additional fields be added to Coda entries?

Absolutely, you can specify any additional fields you want included, and DryMerge will handle it.

Which people use this automation? What do they use it for?

Marketing teams use this to keep track of campaign participants and tailor their strategies accordingly.

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Coda + Salesforce

Create Coda Entries for New Salesforce Campaign Members

Keep your marketing team informed by creating new entries in Coda for each new campaign member added in Salesforce. This ensures everyone is up-to-date with campaign participants.

New Salesforce Campaign Member

Triggers when a new campaign member is added in Salesforce.

Create Coda Entry

Adds a new entry in Coda with campaign member details.

See more Coda to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Create Coda Tables for New Salesforce Leads

Coda + Salesforce

Create Coda Records for New Salesforce Contacts

Coda + Salesforce

Create Coda Tables from Salesforce Reports

Coda + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Coda entries for new Salesforce campaign members"

Create Coda entries for new Salesforce campaign members

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Coda + Salesforce.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

App details

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.