It is important to have a well-established email to lead salesforce process. This allows you the ability to easily capture customer information in email, and create leads in Salesforce. 

Salesforce bridges this gap by allowing you to automatically generate leads from email. It's easy!

 How does it work? 

You would send an email to a predefined email address, and it would automatically create a Lead for you.

If you want to compete with other businesses in terms of efficiency and reach, you'll need a marketing software ecosystem that's adapted to your individual needs.

This could include a number of components for different areas of your campaigns, such as email marketing, SEO, CRM, and content marketing in general.

You will almost always be necessary to transfer data from one platform to another. For example, if you use Salesforce as your CRM, you may transmit lead information using an existing integration from your landing page builder, contact form tool, or CMS.

However, in other circumstances, you'll need to first convert the data to a CSV document before importing it into Salesforce — or you'll have to go through the arduous and time-consuming process of manual data entry, which also increases the risk of human mistake.

Salesforce was one of the first CRM software companies, and probably one of the first to use the SAAS model to "rent" their product. "

Make software easier to purchase, use, and democratic without the complexity of installation, maintenance, and continual upgrades," the notion went.

It evolved from a single point of contact for customers to a platform with offerings in sales, service, marketing, analytics, community, and mobile apps.

Using the Zapier integration, send an email to a lead in Salesforce.

Zapier, one of the automation tools, provides an alternative to using the Salesforce integration. Use the pre-built automation workflow or "zap" for Salesforce by going to "Integrations" from your dashboard:

Step : Zapier trigger in the Email to Lead Salesforce zap: email sent.

Click on the "Email" trigger and select Gmail as your email provider (if you don't have a gmail account, it's free). 

You can then enter in your email address into the appropriate field along with an email subject line that will be used to create a Lead in Salesforce.com when received by email.

Step: Create email template in Gmail with Salesforce email content.

At this point, you will enter the email body and click "Add Label" (this is to make sure your email goes into a specific folder). 

Then select "Send an email from another address." You can then use Zapier's "+ New Email Address" option to create an email address that will trigger your email when it is sent.

You can then click on the "Email to Lead in Salesforce" zap, and select Gmail under the Mail Accounts section. 

You should see your email address listed here! Then you can go back to your email template (in Gmail) and add whatever content you want email to be included in the email.

Step: Click "Next" on Zapier email to lead Salesforce zap, and wait for it to complete.

Once you have clicked through all of your email content options (including BCCs or carbon copies), select a label so that emails will go into specific folders/labels within Gmail. Then click on "Create email" and the email will be sent to your email account.

And voilà! You can then go into Salesforce (or wherever you want) and view all of your leads that have been generated from emails sent via Zapier email to lead in Salesforce zap!

Step: Create a new Lead in Salesforce.com from email in Gmail

From the email that was sent, you can then go into Salesforce and view all of your leads that have been generated form emails sent via Zapier email to lead Salesforce zap! Then click on "Create Lead" and fill out the info for each new contact/lead.

In Gmail, you should see a label appear in your email inbox indicating that an email has been sent to Zapier.

So you've designed a campaign for email marketing automation. 

You did a fantastic job. These campaigns, also known as email drip campaigns or email nurturing journeys, give a steady stream of ready-to-close prospects to your sales team, maximising marketing and sales effectiveness (as explained in an earlier article). 

That's a very useful marketing tool. Companies who specialise at drip marketing, according to MarTech, create 80 percent more sales at a 33 percent lower cost.

What does it mean to excel, exactly? 

An email nurture journey is not a set-it-and-forget-it tool, even if it is supposed to operate automatically. 

There's always something that can be done better. Start experimenting with open rates, click-through rates, and conversions to see how much you can enhance them.

To increase your email marketing automation performance, ask yourself these five questions.

Am I reaching the right people?

Your email list should be segmented, or divided into smaller groups of people who share common characteristics. 

For example, you might have a group for "high-priority" prospects and another one for "low priority." You can also use email automation to send emails that are relevant to each group's interests at different times in the sales cycle.

Make sure your email nurture journey is relevant to your audience when you look at it. Sending emails to a list of everyone who has indicated interest in your business will cause considerably more harm than benefit.

Do: Sort your email lists into categories based on what they have in common. 

The manner you segment will be determined by the type of your business, but you can do so based on stated product interests, geographic location, job title, gender, age, and other factors. 

To get the best results, use the data in your marketing automation software.

Do: Personalize your segmented audience's email nurture journey. "The deeper your segmentation, the more customised your message can be," explains Matt Wesson in a Pardot infographic about drip campaign essentials.

Don't: Ignore existing or inactive customers. Put them on their own lists and think about establishing an email nurture path to either keep them on board or convince them to leave.

What email content is most effective?

There are a variety of different types of emails that can be sent, from simple text-based email to videos and GIFs. 

You should always experiment with your email marketing automation campaigns to determine which type works best for you business model, though video seems to provide the highest click rates (according to Experian email marketing report).

What email cadence should we use?

The timing of your email messages is crucial to the success and effectiveness of email marketing automation. 

You can set up an email sequence, or a series of emails that are automatically sent over time as part-of email drip campaigns (or email nurturing journeys), with different content for each stage.

You should send email messages during the optimal time for your business. Use email metrics to find out when your audience is most likely to open and interact with email.

Do: Send emails at different times of day, because people's habits vary (and you'll discover that certain hours are better than others). Some companies even have specific days or times of the week that email performs better, so experiment to see what works best for you.

Do: Start email nurturing early in your sales process and continue it right up until close. You should follow-up at least three times with customers before giving them an out (55 percent of buyers expect a second email from businesses).

Don't: Send email messages too frequently, as they can irritate customers. The best practice is to keep your email cadence under four emails per month for each email list you work with (no matter how small or large).

What should we include in our email subject line?

The fastest way to get a customer's attention—and make them open and read your email—is with a compelling email subject line. 

It's also helpful to include personalization in the subject line, as this will give customers an idea of what you are writing about before they ever open it (try using their first name).

The subject line is the first step in your email nurture journey. If the subject line of your email does not appeal to them, they will likely ignore or delete it.

How can you ensure that your email subject lines pique your prospects' and customers' interest? 

Customers can A/B test numerous subject lines at the same time with almost all email service providers. Allow the finest subject line to take the lead.

Do: Always run two or three distinct subject lines through an A/B test. (Split testing is another term for this.)

Do: If you have a large list, test different subject lines on a randomised portion of the list first, then send the winning subject line to the remainder of the list.

Consider the following: The easiest approach to determine the relevance and performance of your email subject lines is to look at the open rates. The email subject line with the highest open and click-through rates is likely to be helpful for email nurturing campaigns.

Is the content of my email relevant?

Personal, highly relevant, and fun or intriguing email content stands out among the flood of other emails your prospects receive. 

"There's no better way to amaze your prospects than by catering exactly to their demands and delivering a personalised sales experience with your email marketing," the authors of Pardot's "Complete Guide to B2B Email Marketing" wrote.

Highly targeted mailings require a segmented email subscriber list. 

For example, instead of sending his kitchen remodelling email campaign to his whole lead list, Bob, the home remodeler, will experience far greater results if he delivers it solely to leads who shown interest in kitchen remodels.

How do you determine if your email content is right for your audience after you've tailored it?

Do: Test, test, and test some more. Write a few alternative variations of each email, just like you did with the subject line. 

For instance, consider a short and sweet option. Experiment with various testimonials. Start with a personal anecdote or a joke. Unless you test, you won't know what your audience prefers.

Don't: Run many tests at the same time. You won't be able to tell which change is driving your results if you try to test numerous subject lines and varied content at the same time.

Do: Consider employing a "dynamic content" strategy, in which different emails are sent based on the prospect's activities. 

Send an email with a free e-book to a prospect who clicks on a video, for example. Send them a reminder email about the video the following week if they don't click on it.

Is my call to action strong enough?

Why aren't your email campaign recipients downloading your e-book, watching your video, reading your blog, or calling you despite having a terrific subject line and personalised content?

It's time to put your call to action to the test and see if you're offering your audience exactly what they want. First and foremost, make certain you understand exactly what you want your prospects to perform. 

Then check to see if your emails have a clear call to action. If you want them to call you, for example, adding your phone number in regular text at the bottom of the email's last paragraph will not result in your phones ringing.

 Make your call to action broad, bold, and relevant to the people who will be reading it. (If it's a phone number, make it a hyperlink so that mobile consumers can tap it and call your company right away.)

Do: In your email, split test alternative calls to action. Experiment with alternative locations for the button and different words and phrases. For example, "Learn more" and "Buy now" may have drastically different click rates.

Do: Make the call to action more personal. If Bob the remodeler is developing an email nurture journey for leads interested in bathroom remodels, providing them his kitchen remodelling e-book won't get him very far. 

Instead, he should include a bathroom remodelling checklist, a link to his "before and after bathroom remodel" web page, or something else that would be valuable to someone looking for this type of service.

Do: Experiment with various offers. Maybe your leads would prefer watch a video or listen to your latest podcast than read a 30-page e-book. Try out a few different offers to determine what actually piques your prospects' interest.

Is the drip campaign delivering results?

It's easy to lose sight of why you're doing anything when you spend so much time optimising every piece of your email nurture journey. 

It's nice to see your open and click-through rates rise, but the actual measure of your success is the number of conversions you get. 

Whether you're trying to convince them to download your e-book, request a sales call, or make a purchase on your website, keep your eyes on the prize.

Do: Keep in mind that open and click-through rates aren't the most important metrics. In fact, if you can develop an email nurture journey that is so well-tailored that it appeals primarily to your most valued client profiles, it can be worth losing opens and clicks.

Do: Track your conversion rate on a regular basis. This will be the final criterion for determining whether or not your email campaign is improving.

Make a habit of repeating your achievement. Create another automated email campaign for a different list section once you've gotten one up and running. 

If the segments are comparable, you might be able to recreate your original campaign and then tweak it to make it more tailored to your new target population.

Do: Seek assistance. Many email service providers and CRMs offer robust email and marketing automation tools that let you split test different aspects of your email campaign, create dynamic content, and track your results.