As you probably know, Salesforce is the leader in CRM software, so it is only natural that our Webmecanik Automation software offers a complete integration with Salesforce. A way to have a powerful tool, but above all an optimized one thanks to the combination of the two software solutions!
Our marketing automation tool, for its part, makes it possible to manage a contact database by segmenting it to create relevant marketing campaigns. The CRM and Marketing Automation duo therefore makes perfect sense: generate new leads, personalize your communications, convert your contacts into customers and unify your database from one tool to the other.
This merging of these two tools makes it possible to have a bi-directional software solution. Indeed, all your data in Salesforce is standardized with Webmecanik Automation. This is an advantage for your sales and marketing teams. Your Marketing Automation tool is there to bring hot leads into your CRM or to send relevant messages to your customers.
Take advantage of the winning duo, CRM and marketing automation
The information provided by salespeople helps the marketing team create tailored campaigns. Conversely, the information from the marketing team helps salespeople identify the best prospects. This way, salespeople can better adapt their sales scenarios.
Find out what the benefit is of synchronizing your automation software and your CRM
Benefits of integrating Salesforce with Webmecanik Automation
Synchronizing Salesforce with Webmecanik Automation helps you boost your sales and marketing performance. Hmm, what does that mean?!
That means you will be able to organize and segment your contact lists, while cross-referencing your CRM and marketing automation data, especially since updates happen automatically. You choose the data that you want to share between the two tools, Salesforce uses this data for your CRM management and Webmecanik Automation uses the selected data for your marketing automation management.
Webmecanik Automation will help you personalize your marketing campaigns to target your customers and prospects effectively.
Why is webinar integration with marketing automation important?
The advantage? Carrying out different actions based on shared data. You can choose which data to share between the two tools in order to make your smarketing strategies easier. Your sales management is handled via your Salesforce CRM. The management of your marketing actions continues to be handled via Webmecanik Automation.
Synchronization
Do you want to take the plunge into synchronization between your Salesforce CRM and Webmecanik Automation? I will explain how to set up your tool effectively.
Find out how to configure your marketing CRM database
Before carrying out the synchronization, think about the fields you want to share between your two software solutions (Salesforce and Webmecanik Automation). Indeed, some fields present in your CRM software will not be very useful in your marketing automation software. It is up to you to define how and what information you need to carry out your marketing and sales campaigns.
Steps to integrate Salesforce with Webmecanik Automation
Now that you have defined which fields to synchronize, it is time to take action! Here are a few steps to follow to synchronize your two software solutions, hold on, it is a bit technical:
- Once your audit of the fields you have decided on is complete, go to your Webmecanik Automation software. Create the fields that you have decided to keep in your Salesforce software.
- Create in Webmecanik Automation the fields corresponding to those kept in Salesforce, making sure that the data types match.
- Configure the Salesforce plugin in Webmecanik Automation using your user ID (public API key) and the user secret (secret API key).
- Log in to Salesforce, create a new connected application and note down the consumer key and consumer secret for use in Webmecanik Automation.
- Configuration of remote and trusted sites: configure remote and trusted sites in Salesforce to ensure effective communication with Webmecanik Automation.
- Associate the custom fields of Webmecanik Automation with those of Salesforce and define the synchronization priority rules.
- Select the Salesforce objects to synchronize and, once the configuration is complete, contact support to activate the crons necessary for synchronization.
Finally, a super important point, carry out tests to make sure that the synchronization went well. To get all the technical details of each step, go to our support page.
An ethical integration thanks to Webmecanik Automation and Salesforce
By choosing this integration, you ensure data security in accordance with GDPR standards and the standards of Salesforce’s Privacy Policy, while benefiting from an effective tool to manage your marketing and sales campaigns. Integrating Salesforce with Webmecanik Automation is a strategic choice for companies wishing to optimize their digital marketing while remaining ethical.
At Webmecanik, we are committed to making your marketing and sales campaigns easier, by offering integrated and powerful solutions tailored to your needs.
To conclude on integrating Salesforce with Webmecanik Automation
Synchronization may seem technical to you, but it is simpler than it appears.
Are you hesitant to synchronize your CRM software with Webmecanik Automation? Keep in mind that this will allow you to have a tool with standardized data, which will make managing your marketing and sales campaigns easier.
Do you use Salesforce CRM software but hesitate to adopt our Webmecanik Automation software for your marketing actions?
We are here to answer all your questions and help identify your needs in the best possible way.
It is possible to synchronize our Webmecanik Automation software with a multitude of tools. At Webmecanik, we do everything possible to make your marketing and sales campaigns easier! It is, for example, possible to integrate Webmecanik Automation with Webmecanik Pipeline CRM to benefit from a unique ecosystem!
Discover the integration between Webmecanik Pipeline and Webmecanik Automation
