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CheetahMail

Automate personalized, event-based email campaigns.

Source Type:
Email Marketing

Delivery Format:
API

Integration Type:
Automated Campaigns

Website:
CheetahMail Website

Overview

The CheetahMail integration seamlessly connects SalesExec with Cheetah Digital's enterprise email marketing and drip campaign platform. This powerful integration allows your SalesExec Automated Events to trigger highly personalized, event-based emails and manage list subscriptions directly within CheetahMail. It effectively transforms SalesExec into a smart feeder for CheetahMail, ensuring that as leads progress through your sales cycle, they automatically enter the appropriate email campaigns without manual intervention.

How It Works

When specific conditions or actions are met in SalesExec, the system automatically sends relevant lead data to CheetahMail's API. This can trigger a one-time transactional email using a pre-defined Event ID (EID) for a CheetahMail template, or it can add a lead to an email subscription list using a Subscription List ID (SID). The integration setup is straightforward, requiring your CheetahMail API username and password, along with mapping your SalesExec lead fields to corresponding CheetahMail parameters. SalesExec transparently handles the API calls, providing immediate email follow-ups and maintaining consistent data across both platforms.

Benefits
  • Automated Engagement: Trigger personalized email campaigns automatically based on lead activity and status changes.
  • Data Consistency: Ensure lead data is always synchronized between SalesExec and CheetahMail, eliminating manual updates and reducing errors.
  • Scalable Communication: Execute high-volume email marketing campaigns directly from your lead management system.
  • Improved Deliverability: Leverage CheetahMail's enterprise-grade sending capabilities for better inbox placement.
Auth and Settings
Setting Description
Username CheetahMail API username (provided by Cheetah Digital).
Password CheetahMail API password (provided by Cheetah Digital).
Data Exchange
Inbound (CheetahMail → SalesExec)

None

Outbound (SalesExec → CheetahMail)

Action / Endpoint

Action / Endpoint Description
https://ebm.cheetahmail.com/ebmtrigger1 Event‑based mail trigger. Sends a transactional or campaign email using a mapped template (EID).
https://ebm.cheetahmail.com/setuser1 List‑subscription updates. Adds or removes a lead from a CheetahMail-managed list (SID).

Integration‑Level Fields

Integration Field Description
EID Event-Based Email ID. Used to trigger a specific CheetahMail template (provided by Cheetah Digital). Configured in Automated Events.
SID Subscription List ID. Adds the recipient to a CheetahMail-managed list (provided by Cheetah Digital). Configured in Automated Events.
accountUID Internal ClickPoint LeadUID for audit logging only (not sent to CheetahMail).

Lead Fields (mapped via Automated‑Event parameters)

Lead Field Description
Email Lead’s email address (required for all triggers and subscriptions).
FirstName Lead’s first name (optional, mapped if available).
LastName Lead’s last name (optional, mapped if available).
… Any additional SalesExec lead field can be mapped to a CheetahMail parameter as needed for the campaign.

Note  LeadUID is stored for audit purposes only and is not transmitted in the CheetahMail payload.

Read the KB article: CheetahMail Integration

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