Partnering with Salesforce Essentials: Launching a New Integration for Salesforce to Align Sales and Marketing

Partnering with Salesforce Essentials: Launching a New Integration for Salesforce to Align Sales and Marketing

How can you make sure the right information gets shared across teams? 

As you grow your business, it starts to become more work to keep track of the details – while still giving each customer a unique experience. Sometimes you want more ways to keep your sales and marketing teams on the same page. 

That’s why we’ve partnered with Salesforce Essentials and released our direct integration with Salesforce—now available on all ActiveCampaign plans

With ActiveCampaign and Salesforce combined, you’ll be able to connect your sales and marketing tools to send the right message at the right time – to qualify your leads, create personalized messages, and keep sales and marketing aligned. 

Are you already set up with Salesforce? You can easily integrate ActiveCampaign with your Salesforce account and use CX automation to turn leads into repeat customers – just visit the Salesforce AppExchange


What can you do with the integration?

Identify your prospects and qualify your leads

How do you know which leads are most likely to buy? Qualifying your leads can be tricky, and it’s a barrier to closing more deals. With ActiveCampaign, you can…

  • Set up forms
  • Collect emails in chat
  • Identify new leads
  • Score leads based on their actions
  • Automate what happens next 

With this connection to Salesforce, it’s easy to send leads back to your sales team – while also nurturing them through a great customer experience. 

Nurture your leads and stay in control of their experience

Every customer is different – and they deserve an experience that’s unique to them. That’s why it’s important to segment your customers based on what you know. 

Qualify your prospects based on the actions they take directly in Salesforce. Then bring in CX Automation to nurture each lead through a unique path from prospect, to marketing qualified lead, to sales qualified lead. And with the ability to sync contacts across both platforms, your marketing and sales processes are always aligned—so you can trust the customer data in whichever tool you’re working in. 

Expand the lifetime value of your customers via automation

What are your goals for each customer? 

For one customer, you might push for a larger plan or cross-sell products. Another customer might be a good candidate to become an advocate and spread the word about your business.  

Set up unique goals for each customer and automatically trigger follow-ups to get more revenue from current customers.

Win back lost customers and personalize your messaging

Just because a customer stopped buying from you doesn’t mean they’re gone forever. Create automations to connect with customers you haven’t heard from in a while, and use the information you have about those customers in personalized messages to re-engage the people who left. The integration lets you send customers a campaign or add them to an automation directly in Salesforce, so you can take action instantly.

We know you have a lot of tools to choose from. We want to make it easy for you to use the tool that makes the most sense for your business. Whether you prefer the ActiveCampaign CRM or Salesforce, connect your tools and create amazing customer experiences.

For ActiveCampaign customers Salesforce Essentials offers a free trial and 25% off of an annual subscription. Try Salesforce Essentials today.

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