Salesforce

The world’s #1 CRM that helps businesses keep customers happy.

Overview

Unify sales and marketing with Delivra’s native Salesforce integration

Connect Salesforce and Delivra to keep customer data flowing between sales and marketing, automate key processes, and make the most of every customer interaction.

Real-time data syncing between Delivra and Salesforce
Keep engagement activity, lead scores, customer data, and behavioral events up to date across both platforms
Use Salesforce data to personalize campaigns and trigger automated customer journeys

Description

Sync the data your business depends on

Delivra’s native Salesforce integration helps sales and marketing teams work from the same customer data, making it easier to nurture prospects, qualify leads, close deals, and engage customers after the sale.

Flexible data syncing

Map custom fields between Salesforce and Delivra and control how your data flows. Choose a one-way or two-way sync, determine when contacts are added to each system, and set rules for which platform takes precedence if data conflicts.

Better data for sales and marketing

Share email engagement, lead scores, customer status, custom Salesforce data, and behavioral events across teams. Use that information to:

Alert sales when a lead is ready for outreach
Add Salesforce Leads and Contacts to automated nurture campaigns
Personalize emails and segments using Salesforce data
Transition customers between automations based on activity or data changes
Send hyper-targeted upsell messages based on past purchase data

Email sending from Salesforce

Enable teams across sales, support, finance, and beyond to send emails from Salesforce using branded templates. Email opens, clicks, and website visits are tracked in Delivra, giving you greater visibility into engagement without requiring every sender to have Delivra login access.

Support the entire customer lifecycle

Use Salesforce and Delivra together to create more relevant experiences before and after the sale—from lead nurture and sales follow-up to upsell campaigns, renewal reminders, and customer re-engagement.