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Salesforce is now available as a Data Pipelines source for Premium and Enterprise customers.
With this new premium integration, you can seamlessly send Salesforce CRM data through Data Pipelines to Journeys or any other supported destination. Our existing Salesforce destination allows you to send data back to your CRM, creating a true bidirectional integration.
What does this mean for you? Personalized messaging powered by Salesforce objects, actions, and activities in Journeys—while keeping your CRM updated with real-time engagement data. No data warehouse, complex code, flattened data models, or costly development is required (and if you know Salesforce, you know how expensive CRM activation can get!).
Our bidirectional integration gives you the flexibility to automate messaging and keep your CRM up-to-date with ease. Ready to get started?
Seamlessly integrate Salesforce with Data Pipelines
- Confirm your Salesforce license type. This integration requires Salesforce Enterprise Edition or Professional Edition with API access add-on.
- Select the source from the Data Pipelines sources catalog.
- Enter your Salesforce credentials.
- Follow the prompts.
Yes, that’s it! We’ve already seen customers start sending Salesforce data into Journeys in as little as 15 minutes. You can explore the documentation for more details or check out our quick getting started video to see the process.
Personalize messaging with real-time Salesforce Data in Journeys
Once you’re connected, leverage these top use cases for activating your Salesforce data in Customer.io.
- Create better marketing inputs: Update data-driven segments, including those leveraging objects and objects relationships, in Customer.io when contacts, leads, accounts, or anything else changes in Salesforce.
- Optimize data activation: Trigger Customer.io campaigns to automatically nurture leads or opportunities based on their stage, status, or size.
- Keep tools in sync: Update Salesforce with Customer.io engagement data in real time.
- Enhance your CRM investment: Pass engagement data back to your CRM via our Salesforce destination to easily update who reads a given newsletter or clicks a specific link.
- Manage internal workflows: Update sales teams when a Salesforce lead engages with content.
We’re excited for you to unlock the potential of this new Salesforce source and experience the bidirectional integration with our existing destination. The possibilities are endless, and we’re eager to discover what you create.
Start using Salesforce data to enhance your marketing automation today. Set up your Salesforce source integration, or start a free 14-day trial now!
