Salesforce - Overview
The Salesforce section walks you through connecting WhatConverts to Salesforce so leads are delivered into your CRM with full marketing attribution and revenue data flows back for ROI reporting. These articles cover setup, lead delivery, duplicate management, value syncing, and troubleshooting.
Why It Matters
A properly configured Salesforce integration connects your marketing data to your enterprise sales pipeline. This section helps you:
- Connect WhatConverts to Salesforce and verify the integration.
- Understand how data flows between the two platforms.
- Send leads from WhatConverts to Salesforce with source, medium, and campaign details.
- View leads in Salesforce and merge duplicates.
- Receive quote and/or sales value from Salesforce back into WhatConverts.
- Validate and troubleshoot the integration to keep data accurate.
With Salesforce connected, every marketing-generated lead can be traced from the original source through to closed-won revenue.
Articles in This Section
- What is the Salesforce CRM Integration?
- Connect WhatConverts to Salesforce
- Understand the Salesforce Integration
- Send Leads from WhatConverts to Salesforce
- Send Quote and/or Sales Value from Pipeline CRM to WhatConverts
- View Leads in Salesforce and Merge Duplicates
- Validate and Troubleshoot Your Salesforce Integration
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