Salesforce

Salesforce is a CRM platform that helps marketing, sales, commerce, service, and IT teams work as one from anywhere.

By leveraging the Insider and Salesforce integration capabilities, you can easily send data from Salesforce to Insider and utilize it with Insider’s extensive capabilities. Using the Salesforce connector enables you to sync the selected data from Leads object, Contacts object, Opportunities object, and Custom objects

After having set up the data connection, you can enable various use cases. For example, whenever a lead is collected on Salesforce, the connector will sync that lead and the lead can get into an Architect journey. Within the journey, if the user performs a specific action, such as booking a reservation, Insider can send a personalized SMS to the lead with their reservation details in the SMS.

Get started with Sending Salesforce Data to Insider now.

You can also leverage integration capabilities with Salesforce Marketing Cloud. Read more on Insider Channels in Salesforce Journeys.