Cameron HayGlass on Sep 17, 2024
Salesforce is now out there as a Knowledge Pipelines supply for Premium and Enterprise prospects.
With this new premium integration, you may seamlessly ship Salesforce CRM knowledge by way of Knowledge Pipelines to Journeys or some other supported vacation spot. Our present Salesforce vacation spot means that you can ship knowledge again to your CRM, creating a real bidirectional integration.
What does this imply for you? Personalised messaging powered by Salesforce objects, actions, and actions in Journeys—whereas holding your CRM up to date with real-time engagement knowledge. No knowledge warehouse, advanced code, flattened knowledge fashions, or pricey growth is required (and if you understand Salesforce, you understand how costly CRM activation can get!).
Our bidirectional integration offers you the flexibleness to automate messaging and hold your CRM up-to-date with ease. Able to get began?
Seamlessly combine Salesforce with Knowledge Pipelines
- Affirm your Salesforce license sort. This integration requires Salesforce Enterprise Version or Skilled Version with API entry add-on.
- Choose the supply from the Knowledge Pipelines sources catalog.
- Enter your Salesforce credentials.
- Observe the prompts.
Sure, that’s it! We’ve already seen prospects begin sending Salesforce knowledge into Journeys in as little as quarter-hour. You possibly can discover the documentation for extra particulars or try our fast getting began video to see the method.
Personalize messaging with real-time Salesforce Knowledge in Journeys
When you’re linked, leverage these prime use instances for activating your Salesforce knowledge in Buyer.io.
- Create higher advertising and marketing inputs: Replace data-driven segments, together with these leveraging objects and objects relationships, in Buyer.io when contacts, leads, accounts, or the rest modifications in Salesforce.
- Optimize knowledge activation: Set off Buyer.io campaigns to robotically nurture leads or alternatives primarily based on their stage, standing, or dimension.
- Preserve instruments in sync: Replace Salesforce with Buyer.io engagement knowledge in actual time.
- Improve your CRM funding: Move engagement knowledge again to your CRM by way of our Salesforce vacation spot to simply replace who reads a given publication or clicks a selected hyperlink.
- Handle inner workflows: Replace gross sales groups when a Salesforce lead engages with content material.
We’re excited so that you can unlock the potential of this new Salesforce supply and expertise the bidirectional integration with our present vacation spot. The chances are infinite, and we’re keen to find what you create.
Begin utilizing Salesforce knowledge to boost your advertising and marketing automation right now. Arrange your Salesforce supply integration, or begin a free 14-day trial now!
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