Salesforce Integration Features and Highlights

Salesforce Integration Features and Highlights

Salesforce Integration Overview

Delivra’s Salesforce integration is designed to streamline data sharing and campaign execution between your CRM and your email marketing platform. With this integration, your sales and marketing teams can stay aligned with up-to-date contact and engagement data flowing automatically between systems—no manual imports or duplicate entry required.

What the Salesforce Integration Does

The Salesforce integration supports a range of syncing and data management capabilities that help you keep both platforms in lockstep. Here’s what you can do once your integration is connected:

  • One-Way and Two-Way Automatic Sync
    Contacts and key fields are synced in both directions between Delivra and Salesforce, reducing errors and saving time.

  • Add Contacts to Salesforce
    New contacts in Delivra can be automatically added to Salesforce as either Leads or Contacts, helping your CRM stay current with new signups or campaign interactions.

  • Custom Field Mapping
    Choose how fields align between Delivra and Salesforce to ensure the data you care about is synced exactly as needed.

  • View Salesforce Data in Delivra
    Data synced from Salesforce, including custom fields and objects, can be viewed and leveraged directly within Delivra to inform segmentation and automation.

  • Sync Opportunity and Custom Objects
    Custom objects related to Lead, Contact, or Account records in Salesforce can be synced into Delivra. This allows for more granular segmentation and dynamic content strategies based on business-specific data.

  • Opt-Out Syncing
    Opt-outs made in either system are honored and synced across both platforms, helping you stay compliant and respectful of subscriber preferences.

Best Practices and Tips

  • Plan Your Field Mapping Strategically: Decide early which Salesforce fields you want available in Delivra for segmentation or personalization.

  • Use Opportunity Data for B2B Campaigns: Sync Opportunities to trigger communications based on deal stage or value.

  • Keep Opt-Outs in Sync: Rest assured knowing unsubscribes are respected no matter where they happen.

Practical Use Cases

  • Welcome Series for Salesforce Leads: Automatically enroll new Salesforce leads into an onboarding or welcome automation in Delivra.

  • Re-Engagement Based on Opportunity Stage: Send targeted messages to contacts associated with stalled Opportunities.

  • Segment Based on Custom Objects: Use synced custom object data to deliver emails tailored to products purchased, service level, or other unique data points.

For any questions about the Salesforce integration or help getting started, reach out to our Support team at support@delivra.com.

Want to explore installation and setup? Click here for instructions.

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