SFDC Integration - Intro Video

Automate conversion of neglected leads in Salesforce

Build powerful automated lead conversion workflows using Saleswhale's two-way Salesforce integration.

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Join 600+ other companies in transforming Salesforce into a revenue machine

  • 01_lead enrollment using SFDC reports

    Control lead enrollment using Salesforce Reports

    Create segmented reports in Salesforce to automatically follow up with dormant leads from marketing campaigns without sales activity.

    Learn how to set it up arrow
  • 02_automate re-engagement workflows

    Automate re-engagement workflows

    Design re-engagement workflows in advance. Easily set up automation to execute on repetitive manual processes. Unburden your sales team from following up with unresponsive leads.

    Learn how to set it up arrow
  • 03_sync lead data w SFDC

    Sync lead data and conversations with Salesforce

    Sync conversations, lead statuses and outcomes back to Salesforce. Saleswhale provides a real-time audit log of all sync activities for transparency.

    Learn how to set it up arrow

Control lead enrollment using Salesforce Reports

Create segmented reports in Salesforce to automatically follow up with dormant leads from marketing campaigns without sales activity.

Learn how to set it up arrow
01_lead enrollment using SFDC reports

Automate re-engagement workflows

Design re-engagement workflows in advance. Easily set up automation to execute on repetitive manual processes. Unburden your sales team from following up with unresponsive leads.

Learn how to set it up arrow
02_automate re-engagement workflows

Sync lead data and conversations with Salesforce

Sync conversations, lead statuses and outcomes back to Salesforce. Saleswhale provides a real-time audit log of all sync activities for transparency.

Learn how to set it up arrow
03_sync lead data w SFDC
customer_unit4_elena@1x

Saleswhale helps us operationalize and activate our leads in our CRM. It's like adding a revenue layer on top of Salesforce.

Elena Sanchez

Head of Marketing, Unit4

Don't take our word for it.

See for yourself why 600+ customers voted us High Performer on G2.

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G2 Users Most Likely to Recommend, Summer 2021 G2 Easiest To Do Business With, Summer 2021 G2 Highest User Adoption, Summer 2021 G2 High Performer, Summer 2021 G2 Best Support, Summer 2021

Automate your lead journey

Saleswhale integrates seamlessly into your existing lead journey workflow and runs autonomously in the background.

SFDC Integration Diagram_Desktop-2

Salewhale pulls marketing leads from Salesforce

SFDC Integration Diagram_01

Enroll leads into AI campaigns in Saleswhale

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Handover qualified leads to Sales Rep

SFDC Integration Diagram_03

FAQs

What's the difference between Saleswhale and marketing automation platforms like Pardot, Marketo or HubSpot?

Saleswhale is complementary to your marketing automation tool stack.

The goal of marketing automation is to nurture prospects. 

The goal of Saleswhale is to automate the conversion of neglected leads into sales ready hand-raisers.

Saleswhale works best when paired with a solid marketing automation strategy.

How do I ensure my lead nurturing campaigns, Sales outreach and Saleswhale don't conflict?

Saleswhale uses Salesforce as the source of truth.

And you can set up workflows and suppression lists to avoid Saleswhale reaching out to existing opportunities, customers, or prospects being actively worked by Sales.

How much work does it take to integrate Salesforce with Saleswhale?

To integrate Salesforce with Saleswhale, you need to:

  • Install a Salesforce package (which adds a handful of custom fields);
  • Authenticate Saleswhale with your Salesforce instance via secure one-click OAuth authorization

This process typically takes your IT team less than a few hours to complete.

We don't use SFDC as a CRM source at the moment, how can I integrate Saleswhale in my marketing tech stack?

For customers who don't use Salesforce as their CRM, we recommend integrating through Zapier.

Here is an article to detail the setup: Connect Saleswhale to your Zapier account