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.
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.
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.
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.
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