Salesforce is a CRM platform that helps marketing, sales, commerce, service, and IT teams work as one from anywhere.
By leveraging the Insider One and Salesforce integration capabilities, you can easily send data from Salesforce to Insider One and utilize it with Insider One’s extensive capabilities. Using the Salesforce connector enables you to sync the selected data from the Leads object, Contacts object, Opportunities object, and Custom objects.
After having set up the data connection, you can enable various use cases. For example, whenever a lead is collected on Salesforce, the connector will sync that lead, and the lead can get into an Architect journey. Within the journey, if the user performs a specific action, such as booking a reservation, Insider One can send a personalized SMS to the lead with their reservation details in the SMS.
Get started with Sending Salesforce Data to Insider One now.
You can also leverage Salesforce Marketing Cloud integration capabilities. Read more on Insider One Channels in Salesforce Journeys.