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Salesforce

Integrate Salesforce with GrowthLoop to take advantage of the sales and marketing tools using your data.

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How GrowthLoop and 

Salesforce

 works

Send customer and lead lists from your Data Warehouse to Salesforce in one click and always keep them in sync.

Common Use Cases

  1. Web Form Lead Routing — Route key leads to Salesforce from your Data Warehouse.
  2. Churned Customer Re-engagement — Identify churned customers that are interacting with your platforms, and send new opportunities to sales reps to re-engage the former customer.
  3. High Potential Lead Routing — Identify leads and customers with high potential to buy big ticket items, and route those as opportunities every day to sales reps.
GrowthLoop is a Snowflake Technology Partner

Common use cases for

Salesforce

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Re-engage churned package ticket holders in Salesforce
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Salesforce

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DestinationsSales & CRM
Salesforce

Salesforce

Integrate Salesforce with GrowthLoop to take advantage of the sales and marketing tools using your data.

Try GrowthLoop and Salesforce

Why use GrowthLoop and Salesforce?

Salesforce is a customer relationship management (CRM) platform designed to track and monitor leads and customers, and help companies manage those relationships. Its cloud-based interface provides tools for sales and marketing teams to manage prospects and customers through the entire customer journey — from awareness to loyalty. 

Integrating GrowthLoop with Salesforce allows you to connect your data warehouse to the CRM and its various tools. This lets you leverage a single source of truth for customer data across the various Salesforce tools, helping your sales and marketing team create more targeted and informed campaigns. 

After connecting to Salesforce, GrowthLoop will look for matches with existing customers and campaigns (based on your settings) and keep the relevant accounts up-to-date.

Common use cases for GrowthLoop and Salesforce

Common use cases for a GrowthLoop and Salesforce integration include:

Route web form leads

If your web form leads populate in your data warehouse, you can route those key leads to Salesforce from your data warehouse.

Route high-potential leads

Identify leads and customers with high potential to buy big ticket items, and route those as opportunities to sales reps every day.

Re-engage churned customers

Identify churned customers that interact with your platforms and channels, and send new opportunities to sales reps to re-engage the former customer.

Segment customers across any metric

Leverage your data warehouse to let your marketing team target leads with more relevant and personalized campaigns.

How to set up GrowthLoop and Salesforce

GrowthLoop can sync audiences with Salesforce, which lets you start activating the data in your data warehouse across Salesforce’s various CRM tools. To get started, you'll need an audience in GrowthLoop and a Salesforce security token.

Step 1

Locate or reset your Salesforce security token. In Salesforce, access Settings and search for “token”, then select Reset my Security Token. 

Step 2

Go to Destinations in the GrowthLoop platform.

Step 3

Select Salesforce.

Step 4

Configure the Destination with the dedicated Salesforce account’s credentials and the security token. Also, name the Destination and set the sync frequency.

Step 5

Use the Export page to Activate your Salesforce connection and configure the match settings and campaign settings.

See more step-by-step detail in GrowthLoop’s Salesforce documentation.

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