Introduction

In many organizations, email marketing and customer relationship management operate in separate silos. Marketing teams manage campaigns in tools like MailerLite, while sales teams work exclusively within Salesforce. 

Without a direct connection between the two, data becomes fragmented, and contact information goes out of sync. It results in duplicated leads, and valuable engagement insights from email campaigns never reaching the sales team.

This disconnect can lead to missed opportunities, inconsistent messaging, and inefficient workflows. 

In fact, 52.2% of sales professionals said the biggest impact of sales and marketing team misalignment is lost sales and revenue.

Sales representatives may follow up on outdated leads, while marketers lack the real-time CRM data needed to send timely, personalized messages. This results in lost time, reduced productivity, and lower conversion rates.

MailerLite Salesforce integration solves these challenges by creating a seamless link between your email marketing platform and CRM. With automated data synchronization, campaign triggers based on Salesforce updates, and engagement metrics flowing back into your CRM, both marketing and sales teams work from a single, accurate source of truth. 

But, how does Salesforce Mailerlite integration work? 

In this guide, we’ll talk about the integration and give you a detailed Mailerlite Salesforce integration tutorial. I’ll also discuss some common use cases of this Mailerlite integration with Salesforce. 

And before we wrap up, we’ll also show you how MassMailer can take this further with a fully native Salesforce solution that doesn’t need third-party connectors.

What is MailerLite Salesforce Integration?

Salesforce MailerLite integration is about connecting your email marketing platform with your CRM so that contacts, leads, and campaign data move seamlessly between the two. When done right, it creates a unified system where sales and marketing share the same, real-time information.

With this setup, you can:

  • Automatically sync new leads and contacts between Salesforce and MailerLite.
  • Trigger email campaigns from Salesforce events like lead creation, opportunity stage changes, or field updates.
  • Feed engagement metrics such as opens, clicks, and unsubscribes back into Salesforce for more informed follow-ups.

On integration, MailerLite and Salesforce essentially become one cohesive workflow engine. Marketing sends smarter campaigns, sales get richer context, and prospects experience consistent messaging across touchpoints.

Why MailerLite Salesforce Integration Matters for Your Business?

MailerLite Salesforce integration speeds up the sales-marketing collaboration and reduces the time between approvals. Here are the major benefits it offers: 

Streamlined Contact & Lead Management

When Salesforce and MailerLite aren’t connected, it’s easy for the same prospect to exist in two places with different details. MailerLite Salesforce integration eliminates this by enabling automated, bi-directional syncing of leads and contacts. 

This means that when a new lead is captured via a MailerLite landing page, it’s instantly created in Salesforce with all associated details. 

Likewise, when a sales rep updates information in Salesforce, that change is reflected in MailerLite in real time. This ensures both platforms always have the most current and complete profile for every lead.

Automated Email Campaigns

One of the most powerful benefits of MailerLite Salesforce integration is the ability to launch fully automated, data-driven email campaigns directly from CRM activity. Instead of relying on manual exports or guesswork, marketing workflows can be triggered the moment a relevant event occurs in Salesforce.

For example, when a new lead is created in Salesforce, the integration can instantly trigger a personalized welcome sequence in MailerLite. This ensures the lead receives relevant, brand-consistent content within minutes. 

Similarly, when a contact’s opportunity stage moves to “Negotiation,” Salesforce can automatically trigger MailerLite to send targeted case studies, ROI calculators, or customer testimonials.

Research suggests that automated emails generate 320% more revenue than non-automated emails. 

Beyond stage-based triggers, the integration also supports automated campaigns based on any custom field or activity in Salesforce. 

A customer who hasn’t purchased in six months can receive a re-engagement offer, while an event attendee can get a follow-up email series tailored to the sessions they attended.

Enhanced CRM Insights

A common challenge for sales teams is operating without clear visibility into how prospects are engaging with marketing efforts. Around 70% of CRM projects fail because of a lack of cross-functional coordination. 

Without integration, crucial insights such as whether a lead opened an email or downloaded an asset remain locked inside MailerLite. 

MailerLite Salesforce integration solves this by feeding real-time engagement data directly into Salesforce records. 

Actions like email opens, click-throughs, form submissions, and unsubscribes are logged against the corresponding lead or contact profile in the CRM. 

For example, if a lead opens three product-focused emails in a week and clicks on a pricing page link, Salesforce can automatically adjust their lead score to reflect higher buying intent. 

Real-Time Data Synchronization

Even a few hours’ delay in updating customer information can have significant consequences. 

If a contact unsubscribes from an email in MailerLite but that update doesn’t reach Salesforce until the next day, a sales rep could unknowingly follow up with them. 

Similarly, if a sales rep updates a key detail in Salesforce such as a prospect’s phone number or preferred contact method and MailerLite continues sending messages to outdated information, valuable opportunities can be lost.

Real-time synchronization ensures that updates in either system are reflected immediately in the other. This two-way, instant data flow means that marketing and sales are always working from the same, accurate set of records. 

Research by Salesforce shows that 73% of business leaders believe data reduces uncertainty and drives better decisions. 

A prospect’s engagement history, preferences, and contact details remain consistent across platforms and eliminate the friction caused by manual imports, exports, or scheduled syncs.

How to Integrate MailerLite with Salesforce via API?

Now, let’s look at the Mailerlite Salesforce integration tutorial in detail, where we cover each step: 

  • Know the Prerequisites Before Integration

Before connecting MailerLite and Salesforce, it’s essential to have the right accounts, permissions, and setup in place.

Salesforce requirements:

  • A Salesforce edition with API access (Enterprise, Unlimited, or with API enabled).
  • You’ll need the correct permissions to install apps and manage connected apps in Salesforce. Admin-level access is typically required.

MailerLite requirements:

  • An active MailerLite account (preferably on a plan that supports integrations).
  • Your plan should have API access enabled. 

Field mapping: 

  • Draft a field-mapping plan (only high-impact fields).

  • Connect MailerLite to Salesforce

Some integrations can be done through native connectors, while others require middleware like Zapier, Make, Integrately or custom API work.

Here’s how to connect Mailerlite with Salesforce:

  1. Log in to both MailerLite and Salesforce.
  2. Choose API, webhook or E-commerce API to integrate with any third-party app. 

Here’s how you can integrate MailerLite with API or Webhooks. 

  • Click on API and generate a new token. 
  • Name the token and tick the box. Click on Create token. 
  • Copy the token code or download it. Remember to keep it safe since this token code cannot be displayed again. 
  • Create a Connected App / Named Credentials in Salesforce to authenticate securely.
  • Choose Sync Direction: You can enable two types of sync:

    • MailerLite→ Salesforce: Subscriber data will be pushed into Salesforce as Leads or Contacts.
    • Salesforce → MailerLite: Records from Salesforce will be added to your MailerLite audience.
  • You can configure the sync type as one-way or two-way but it’s recommended to keep MailerLite to Salesforce.
  • Lastly, map fields inside Salesforce to define high-priority fields. This will define how data from MailerLite will be inserted into Salesforce. 

3. Test the Integration

Run a small-scale test by adding a test contact in Salesforce and checking that it appears in MailerLite. 

Here’s how you can test the integration:

  • Add a test contact in Salesforce to check if it appears in MailerLite.
  • Update that contact’s details to confirm changes sync both ways.
  • Send a test email and confirm engagement data flows back into Salesforce.

How to Integrate MailerLite With Salesforce via Third-Party Connectors? 

You can also choose from a range of third-party integrations like Zapier, Make and MailerCheck. 

Here’s a quick checklist to help you with the integration: 

  • Choose a third-party connector like Zapier or Make from the list.  
  • Log in to both Salesforce and MailerLite accounts within the tool.
  • Select a Trigger: e.g., “New Lead in Salesforce” or “New Subscriber in MailerLite.
  • Select an Action: e.g., “Add to MailerLite group” or “Update Salesforce contact.
  • Set Field Mapping Rules: Keep it minimal (Name, Email, Subscription Status, Tags).
  • Run Test Scenarios: Confirm contacts are syncing in the right direction.

If you love the idea of automated, highly targeted campaigns but do not like the idea of third-party integrations, MassMailer is your native Salesforce partner. 

With MassMailer, you can send hypertargeted unlimited emails, manage opt-outs, verify addresses, and track engagement, without leaving Salesforce. 

Also, there’s no need to manage API keys or complex syncs. Book a free call with our experts to compare how easy it is to launch a campaign using MassMailer compared to MailerLite.

MailerLite Salesforce Integration Use Cases & Examples

Let’s look at the common use cases that this integration solves and an industry example to validate if this integration works for you. 

Example 1: Syncing Leads for Automated Nurturing

There are various questions about how to automate Salesforce for adding lead opportunities from the email. Before integration, many companies relied on manual processes to move leads between systems.

For example, A mid-sized manufacturing firm used to export new leads from Salesforce into MailerLite every Friday. By the time marketing sent a first-touch email, prospects had already cooled off, and sales reps were chasing leads that had gone silent.

After implementing MailerLite Salesforce integration, leads now flow automatically from Salesforce into MailerLite within seconds of being created. 

Whether they came from a website form or an inbound phone inquiry, this instant sync triggers a five-part email nurturing sequence designed to educate the prospect about the company’s solutions and invite them to schedule a call.

Example 2: Creating Targeted Email Campaigns from Salesforce Data

One financial services firm segments its clients in Salesforce by investment profile, such as conservative, balanced, or aggressive portfolios, along with life stage data like “Pre-Retirement” or “New Investor.” 

Before integration, marketing teams had to manually export these segments to MailerLite each quarter, which meant that changes in client status often went unnoticed until the next export.

With the integration in place, these Salesforce segments sync continuously with MailerLite subscriber groups. Whenever a client’s investment profile changes in Salesforce, they are automatically moved into the right MailerLite segment. 

Campaigns can then be tailored in real time.  For example, sending market updates and risk management tips to conservative investors while delivering emerging market insights to aggressive investors.

Example 3: Using Salesforce Reports to Trigger MailerLite Campaigns

Sales teams often run detailed reports in Salesforce to identify prospects at specific opportunity stages. For a technology solutions provider, one critical report highlighted deals in the “Evaluation” stage.

Prospects who had shown serious interest but had not yet committed. Before integration, this report was simply handed to marketing for manual follow-up.

By connecting Salesforce reports directly to MailerLite through automation, the moment a contact appears in the “Evaluation” stage report, they are automatically enrolled in a campaign tailored to that stage. 

This campaign includes targeted case studies, ROI calculators, and client success videos, all aimed at reinforcing value and addressing common objections.

Boost Your Email Efficiency with MassMailer

For businesses that send high-volume campaigns directly from Salesforce, MailerLite can cause delays. Also, sending bulk emails requires you to subscribe to a higher pricing plan. 

That’s when MassMailer comes as a perfect substitute for MailerLite. 

MassMailer integrates with Salesforce CRM to directly send bulk emails, verify them and monitor your emails–all on the go. Without the technical know-how, MassMailer installs into the Salesforce ecosystem. 

While MailerLite is great for campaign creation, MassMailer allows you to:

  • Send large email batches without hitting Salesforce send limits.
  • Personalize at scale using Salesforce fields.
  • Track opens, clicks, and bounces without leaving Salesforce.

When your campaigns go beyond a few thousand recipients, Salesforce’s native email send limits can be a hurdle. MassMailer works directly with Salesforce, letting you bypass these restrictions while still keeping data inside your CRM.

Integrating Salesforce with MassMailer for high-volume sending gives you the best of both worlds: creative flexibility and operational scale. 

Above all, Salesforce turns into a full-service email marketing platform, benefitting from MassMailer’s drag-and-drop email template builder and automation features. 

Talk to our experts to see how MassMailer can fit into your Salesforce workflow and explore tailored solutions for your campaigns.

Conclusion

MailerLite Salesforce integration is more than a technical connection. It’s a strategic move toward unified, data-driven marketing and sales operations.

This integration eliminates the friction between two critical tools, improves data accuracy, and unlocks automation that saves your team hours every week.

If your business is still juggling separate contact lists, now is the time to connect your platforms. The sooner you integrate, the sooner your sales and marketing teams will operate as one and the sooner you’ll see measurable ROI.

Add MassMailer into the mix, and you can handle large-scale, personalized campaigns without sacrificing the CRM-driven precision that boosts conversion rates.

Explore our services for email marketing in Salesforce and start a 15-day free trial today.