Why you should automate with Salesforce

align sales & marketing

align sales & marketing
automate order-to-cash
have central databases
support cases

Why these integrations and automations matter:

Sales and marketing go hand in hand. Marketing attracts the right audience, and sales take mature prospects through their buying journey and eventually to a sale. Given the relationship between the two teams, you can improve their conversion rates by connecting them seamlessly through integrations.
Sync lead data

Sync new leads or contacts in Salesforce from Marketo or Hubspot. Going beyond the native integration, you can sync any custom objects and engagement data. Furthermore, automatically enrich new leads with data-enrichment tools, like Clearbit and Zoominfo.
Follow up with inbound leads in minutes

Route enriched leads in real-time to the sales reps on Slack or Microsoft Teams to optimize the response time. Use custom logic for attributes like territory, company size, revenue or any other custom field to accommodate complex routing rules. You can even add a button in Slack to disqualify or short-list the leads!
H2O.ai reduces lead response time by using Marketo integrations

H2O.ai uses integrations to quickly channel leads from Intercom, Dropbox, Eventbrite, and Salesforce into Marketo. The workflow then sends the Marketo entry to an employee, who authenticates it. Once someone verifies the lead, Marketo pushes it to the sales team on Slack. Learn more about how H2O.ai reduces lead response time by using Marketo integrations.

Do everything in one place

Customize your Salesforce integration with the following triggers and actions.

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About Salesforce Integrations

Salesforce gives you a full view of your customers so you can serve them better—bringing together sales, customer service, marketing, and more. It helps you see what your customers need and address any issues. Salesforce caters to businesses of any size with any kind of growth trajectory.

As the name suggests, Salesforce is a sort of one-stop shop for all things sales and customers. If you need to get to know your customers better, or improve sales, look no further than Salesforce. Just keep in mind that there is one feature that makes it even better: app integration.

How you can integrate Salesforce

Connect teams, improve sales processes, and close more deals using one platform.
Improve customer knowledge, personalize AI, and boost engagement.
Merge chat and CRM data into any slides, sheets, or documentation you choose.