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Say No to Data Entry.
Say Yes to Salesforce Integration on SmartReach.io
With SmartReach.io’s Workflow Automations and deep integration with Salesforce CRM, you will never do data entry to and from your CRM.
Keep your contact data in sync between SmartReach.io and Salesforce CRM, two-ways and in real time. Log all your email activity in Salesforce seamlessly.
Import contacts from Salesforce
Import specific contact lists from Salesforce and add them to specific campaign in SmartReach
Export contacts to Salesforce
Export prospects from Specific SmartReach campaigns to Salesforce.
Sync Email activity to Salesforce
For any email activity of your prospects in SmartReach campaigns like email sent, opened, replied, bounced etc create actions in Salesforce to sync this activity.
Update Lead / Contact status in SalesForce
For any activity on your emails from SmartReach.io or change in prospect category, update lead/contact status in your Salesforce
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Native integrations
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Add Contacts in specific List views in Salesforce to specific campaigns in SmartReach.io
Add Leads in specific List views in Salesforce to specific campaign in SmartReach.io
Add Contacts / update Contacts in Salesforce when New prospects are created or existing prospects are updated in SmartReach.io
Add/update Leads in Salesforce when New prospects are created or existing prospects are updated in SmartReach.io
Update Emails sent from SmartReach.io campaigns
Update Salesforce lead/contact status when new prospects email is opened
Update Salesforce lead/contact status when new prospects email is replied
Update Salesforce lead/contact status when email bounces/ auto responses or out of office replies for your emails sent on SmartReach.io
Update email replies for your emails sent on SmartReach.io
Update invalid emails of your prospects
Updates Salesforce lead/contact status whenever there is any email actvity by your prospect
