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
Create record
Update record
Change campaign status
Add to campaign
Remove from campaign
Create or update record
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.
Salesforce website
Integration documentation
