Salesforce Integration?
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With the Salesforce integration, you connect CRM and marketing automation in a more structured way and make data, activities and communications work together without manual steps.
Leads, contacts and sales information stay aligned: this way you can build campaigns and workflows based on what actually happens inside your CRM.
What you can do with the Salesforce integration
With the Salesforce integration, you bring CRM data into marketing activities and use it more effectively. In practice: fewer silos, more continuity between marketing and sales.
Sync leads, contacts and other CRM objects
Automatically update data and activities across both platforms
Trigger workflows based on Salesforce information
Segment your database using real sales data
Manage notifications and updates automatically
Control when and how data is synchronised
How it works, without making things complicated
You install the connector, set up the connection between Salesforce and magnews and define the data exchange rules.
Leads, contacts and activities are automatically updated and immediately available for campaigns, segments and automation.
No more manual steps or cross-checking: information stays aligned between CRM and marketing.
When it makes sense to use Salesforce
The Salesforce integration makes sense when:
you work with a structured CRM and want to use it also on the marketing side
you need to coordinate sales activities and communications
you want to segment and activate contacts based on up-to-date data
you want to avoid duplication and misalignment between systems
If your data lives in Salesforce but your campaigns run separately… this is where everything connects again.
Guides
Want to see how it works in detail?
Check the full guide on the Salesforce integration and learn how to set it up step by step.
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Developed in collaboration with t.bd think by diennea
Align CRM and marketing and trigger campaigns based on up-to-date data.
Connect your CRM and marketing tools to work on data, leads, and activities that are always in sync.
Sync contacts, orders and eCommerce data to activate campaigns and automation without manual work.
Sync contacts and activate workflows and campaigns without duplicating data.
Do you want to see how it works?
Discover how the platform can adapt to your way of working and support your operations, from channel management to communication automation.
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