Back to Integration Hub

Salesforce CRM

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

View Website

Extend your tech stack with 100+ connectors

Talk to us on how you can unlock the full potential of your MarTech stack

Salesforce CRM and Insider

Salesforce CRM is one integrated platform to bring companies and customers together, from anywhere. You can easily send your leads, contacts, opportunities, and custom data from Salesforce into Insider to leverage extensive cross-channel messaging and 1:1 personalization.

Use Cases

Sync leads and opportunities

Sync leads and opportunities

Share your Salesforce leads and opportunities with Insider to deliver engaging messages and promotions. For example, if your lead performs a specific action, such as booking a reservation, send a personalized SMS to them with their reservation details.

Sync contacts, and custom data

Sync contacts, and custom data

Share your Salesforce contacts and custom data with Insider to target users across a rich variety of channels with relatable messages. For example, whenever a contact’s loyalty status turns into “Premium”, send an email that promotes their new loyalty status.

Set filters for the data you want synced

Set filters for the data you want synced

For example, only sync users whose emails do not contain a certain value or define the fields from your lead and only sync them to Insider.

Explore other integrations

Drip

Marketing Automation

Drip

Drip is a marketing automation platform that helps ecommerce brands put their customers first via email, onsite, and tight 3rd-party integrations.

Explore
Zoho CRM

CRM

Zoho CRM

Zoho CRM brings sales, marketing, and customer support activities together and streamlines processes, policy, and people in one platform.

Explore
Microsoft Dynamics CRM

CRM

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management platform available as a cloud offering or as an on-premises installation.

Explore