10 Salesforce use cases for personalized messaging 

Learn how integrating Salesforce with Customer.io Journeys can help you create personalized campaigns that keep your audience engaged and inspired.

From fintech to edtech, healthcare, and SaaS, you'll find 10 practical scenarios for using our end-to-end integration. With Salesforce as both a data source and destination, you'll learn how to create richer customer profiles, improve lead routing, and empower marketing and sales teams with real-time insights for customer-centric decision-making.

But the benefits don't stop there. By activating Salesforce data in Customer.io, you'll see how this integration can also enhance the value of your CRM. Real-time syncing allows for seamless updates to customer profiles, ensuring that engagement data from Journeys is fed back into Salesforce and used to create more personalized messaging.

Take a peek at what's inside:

• Maximizing your data potential: Learn how Salesforce can trigger external and internal workflows in Customer.io, ensuring that the right data is routed at the right time.
• The benefits of connecting Salesforce and Journeys: Discover how Salesforce data can improve lead routing, enhance CRM value, and optimize internal workflows.
• Salesforce use cases for every stage of the customer lifecycle: Explore practical examples for using Salesforce with Customer.io to engage customers at each stage of their journey.