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DestinationsSalesforce

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

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.

Amazon S3

Export audiences from your Data Warehouse to Amazon S3 Buckets for analysis and use is offline marketing channels.

Learn more

DV360

Export your GrowthLoop audiences to DV360, or Display & Video 360, and target key segments across Google's vast ecosystem of advertising channels.

Learn more

Google Ads

Connect GrowthLoop to your Google Ads account to put ads in front of your customers on Google Search, Shopping, and YouTube.

Learn more

Google Cloud Storage

Export audiences from your Data Warehouse to Google Cloud Storage Buckets for analysis and use is offline marketing channels.

Learn more

Hubspot

Connect GrowthLoop to your HubSpot instance to take advantage of HubSpot’s content management, social media marketing, web analytics, and SEO tools.

Learn more

Iterable

Sync customer and lead lists to Iterable from your data warehouse to send marketing campaigns based on the customer behavior you track in the cloud.

Learn more

LinkedIn Ads

Export audiences from your Data Warehouse to LinkedIn Ads and re-engage with your customers as they browse their professional Network.

Learn more

Pinterest Ads

Export audiences from your Data Warehouse to Pinterest Ads and re-engage with your customers as they browse Pins.

Learn more

Salesforce

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

Learn more

Snapchat Ads

Learn more

TikTok for Business

Connect GrowthLoop to your TikTok for Business account to target audiences with personalized video ads and hashtag-based campaigns.

Learn more

Amazon S3

Export audiences from your Data Warehouse to Amazon S3 Buckets for analysis and use is offline marketing channels.

Learn more

DV360

Export your GrowthLoop audiences to DV360, or Display & Video 360, and target key segments across Google's vast ecosystem of advertising channels.

Learn more

Google Ads

Connect GrowthLoop to your Google Ads account to put ads in front of your customers on Google Search, Shopping, and YouTube.

Learn more

Google Cloud Storage

Export audiences from your Data Warehouse to Google Cloud Storage Buckets for analysis and use is offline marketing channels.

Learn more

Hubspot

Connect GrowthLoop to your HubSpot instance to take advantage of HubSpot’s content management, social media marketing, web analytics, and SEO tools.

Learn more

Iterable

Sync customer and lead lists to Iterable from your data warehouse to send marketing campaigns based on the customer behavior you track in the cloud.

Learn more

LinkedIn Ads

Export audiences from your Data Warehouse to LinkedIn Ads and re-engage with your customers as they browse their professional Network.

Learn more

Pinterest Ads

Export audiences from your Data Warehouse to Pinterest Ads and re-engage with your customers as they browse Pins.

Learn more

Salesforce

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

Learn more

Snapchat Ads

Learn more

TikTok for Business

Connect GrowthLoop to your TikTok for Business account to target audiences with personalized video ads and hashtag-based campaigns.

Learn more

Other Resources

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