Salesforce integration

About Salesforce

Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

How Salesforce works

Most Salesforce implementations start and end with a dedicated administrator configuring all of your data to the right format that Salesforce can ingest, then uploading existing contacts through a CSV file, gathered before Salesforce was introduced. Afterwards, updates to leads, contacts, opportunities, and conversion events are done within Salesforce itself, or by other tools you have installed which send data to Salesforce via built-in integrations. Without integrated tools to update Salesforce when changes to your leads/contacts happen, you need to configure a system to upload updated CSVs daily, or build an ETL pipeline.

Get more out of Salesforce through journy.io

When you hook up Salesforce with journy.io, you don’t need to build an ETL pipeline or any repeating batch upload processes to keep your Salesforce instance up-to-date. All of your customer data will stay updated in near-real-time, across all integrations you have sourced in journy.io. Every tool that you use to interact with leads and customers will have the same updated information proliferated at the same time, so you won’t have to worry about different tracking systems or batch upload processes going off at different times, leading to periods where your records don’t match across systems.

In addition, journy.io adds contextual and behavioural intelligence to your Salesforce contacts and company objects, allowing your sales teams to bottom-line sell more, as they now see much more and better actionable customer information.

Salesforce integration screenshots

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