You can connect one or multiple Salesforce accounts into your dashboard and start creating sync instances for the following objects:

  • Accounts
  • Contacts
  • Leads
  • Opportunities

You can access the integration tab from under the Contacts –> Salesforce Connector (Add-on must be installed or part of your plan)

salesforce-connector

The sync is bi-directional and can be customized as a one-time, recurrent or part of an automated journey at the contact level:

sync

You can customize the sync data as well as your mapping criteria:

salesforce-mapping

You can add different buckets of data and save your instance. Logs will be accessible to see the execution results and make edits to existing instances:

salesforce-sync-logs

Below is a step by step walk-through of how you can create sync instances:

Here are some examples of how data will look like on Salesforce

 

  • Page visited
  • Links clicked
  • Campaigns open
  • Lead score
  • Lead Status
  • Goals reached
  • Automation triggered