Salesforce

Sync your Salesforce contact and campaign data for a hyper-personalized user experience on your website and email campaigns.

Context

Chances are you already segment and personalize the emails you send out to leads and users. Imagine if you could continue that personalized experience on the website too. And not just the landing page, but their journey throughout the website. You could show them the right subscriptions, highlight relevant features, and more. You can also use this integration to streamline your multi-step outreach campaigns.

Key benefits

  • Make sure that the personalized experiences you create for your outreach don't end with the landing page. You can use Unless campaigns to attach a contact ID to all the contacts you are reaching out to. This way you can provide each contact and lead with a hyper-personalized experience throughout their journey on your website, based on data that is being continuously updated.
  • You've likely set up different conditions in Salesforce for segmentation and targeting all of which can directly be used in Unless as custom traits. With that data in your pocket, you can optimize and hyper-personalize the experience of every single lead on your website for the best results.
  • Integrating Salesforce will also mean you will know the lead status of each contact, allowing you to put nudges in place to keep them moving further down the funnel. This can be done with components that highlight relevant testimonials or content pieces as well as adjusting text, images, and CTAs to fit their journey.

How does it work?

With this integration you can sync contact, opportunity, lead, campaign data and more between Salesforce and Unless. You can then create experiences within Unless for individual users and leads as well as a variety of segments. You can also send visitor data such as attention span, lead score, and more from Unless back to Salesforce.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Unlock” for the Salesforce integration. This will open up a form, where you can provide us with details regarding how you would like to use this integration eg. which data points you would like to be passed and in which direction. We will then configure the integration according to your needs.

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