Salesforce + Webmecanik Automation

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 sync your standard objects (Leads, Contacts, Companies), as well as your custom objects, to go even further in segmenting and personalizing your marketing actions.

What you can sync

• Standard objects: Leads, Contacts, Companies
• Custom Objects: for example subscriptions, contracts, projects, orders, etc.Any that you have created and need in your marketing automation tool, with their respective fields
• Contacts and companies via actions: campaign, form, point triggers
• Contacts and companies as soon as they are updated in Salesforce
• Behavioral activities of contacts

What it brings you

• A unified view of your marketing and sales data
• The ability to create precise and effective segments
• Advanced scenarios to automatically target and re-engage your contacts based on relational or transactional history (e.g., subscription tracking, project follow-up, personalized recommendations, etc.)

Syncing your Salesforce data with Webmecanik Automation means gaining relevance and efficiency in all your campaigns.