All integrations

Salesforce integration

 

Follow up new Salesforce leads, assign leads and opportunities
and convert leads to customers.

All integrations

Salesforce integration

 

Follow up new Salesforce leads, assign leads and opportunities
and convert leads to customers.

What’s included in this integration

Start marketing automation journeys by segmenting all of your Salesforce data

Activities

 

  • Lead created / converted / updated
  • Contact created / updated
  • Opportunity created /updated / won
  • Task created / updated
  • Campaign created /updated
  • Campaign member added / removed

Objects

 

  • Salesforce lead
  • Salesforce contact
  • Salesforce account
  • Salesforce opportunity
  • Salesforce campaign
  • Salesforce task
  • Salesforce custom object

Actions

 

  • Salesforce lead
  • Salesforce contact
  • Salesforce account
  • Salesforce opportunity
  • Salesforce campaign
  • Salesforce task
  • Salesforce custom object

About Salesforce

Salesforce is a customer relationship management solution (or CRM) that aligns companies with their customers through sales and marketing. Salesforce helps sales teams close more details by utilizing tools like content management, sales forecasting, and process automation.

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