You may have heard of Salesforce. It’s the market-leading CRM platform used by more than 150,000 companies including the likes of Walmart, NASA, and Amazon but also many less famous organizations.
We’ve had a limited Salesforce integration for a while already, and several of our customers are using it to connect lead forms to Salesforce.
The key feature that’s been missing is deep integration between Salesforce and various email automation tools like Mailchimp and Klaviyo. We simply haven’t had the bandwidth to get around to building it. Until now, that is.
You can now connect Salesforce to marketing automation tools deeply and easily
We’re pretty excited to release our most popular feature for Salesforce customers. You can now use Outfunnel to deeply connect your Salesforce account with several popular marketing automation tools like Mailchimp and ActiveCampaign.
The integration lets you sync email engagement to Salesforce contacts records as Activities. This way team members have context on which leads have been engaging with marketing emails and are potentially more interested in hearing from sales.
You can choose which activities you’d like to have synced to Salesforce: email sends, opens, clicks, bounces, and unsubscribes.
When you first activate the connection we’ll also sync any email engagement from the last 30 days, a longer historical sync is available upon request.
This integration is available for the following marketing automation apps:
- Salesforce and Mailchimp integration
- Salesforce and Klaviyo integration
- Salesforce and ActiveCampaign integration
- Salesforce and Brevo integration
- Salesforce and HubSpot Marketing Hub integration
Coming soon: sync contacts between Salesforce and marketing automation tools bi-directionally
Next up: the ability to make all Salesforce leads/contacts or a subset(s) available on your preferred marketing automation (or vice versa) platform along with your custom lead/contact and account fields and keep them in sync going forward.
This comes with comprehensive field mapping, automatic de-duplication and an easy way to monitor sync progress and fix any issues that prevent syncing
Finally, here’s a list of integrations we’ve been offering Salesforce users for a while already:
- Salesforce and Elementor integration
- Salesforce and Contact Form 7 integration
- Salesforce and Gravity Forms integration
- Salesforce and Facebook Lead Ads integration
- Salesforce and LinkedIn Lead Forms integration
- Salesforce and Wix integration
Welcome to the world of effortless data syncing between sales and marketing apps, Salesforce customers!
