Marketing Automation & Salesforce

Why Connect Webmecanik Automation and Salesforce?

Thanks to our bidirectional integration, your data is automatically unified and always up-to-date in both tools. You can synchronize your standard objects (Leads, Contacts, Companies), as well as your custom objects, to take your segmentation and personalization to the next level.

What You Can Synchronize

  • Standard Objects: Leads, Contacts, Companies
  • Custom Objects: Such as subscriptions, contracts, projects, orders, etc. All the objects you’ve created and need in your marketing automation tool, along with their respective fields.
  • Contacts and companies via actions: campaign, form, and point triggers.
  • Contacts and companies as soon as they are updated in Salesforce.
  • Contacts’ behavioral activities.

Native

This is a native bidirectional integration with Salesforce and Webmecanik Automation. This is free for you to use to the create a information system integrated with your marketing and sales team.

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