Why you should automate with Iterable
Why these integrations and automations matter:
Sync recordsSync customer records in Iterable and your CRM, so you can ensure you have all the information about a potentially marketable contact. Any changes made to the contact in your CRM can automatically sync back to Iterable, and vice versa.
Empower salesHelp your sales team identify upsell opportunities. For example, you could trigger an event in Salesforce when Iterable sees that a customer opened an important marketing email. Route leads with custom logic using attributes like territory, company size, revenue or any other custom field to accommodate complex routing rules.
Run targeted campaignsRun targeted campaigns in Iterable based on customer data from your CRM. For example, you could use a customer’s order history from Salesforce to send an email in Iterable when it’s time to repurchase an item.