What is the Salesforce CRM Integration?

Who has access to this feature?

Access level: All Users

The Salesforce CRM integration allows you to sync lead data and sales information between WhatConverts and Salesforce, enabling you to track which marketing efforts generate leads and revenue while keeping your CRM updated with fresh contacts.

Why Use the Salesforce CRM Integration?

By integrating Salesforce with WhatConverts, you can maintain a complete view of your customer journey from initial marketing contact through closed sales. This integration helps you understand which marketing channels generate the most valuable customers and ensures your sales team has immediate access to new leads from your marketing efforts.

This integration enables you to:

Send new lead data from WhatConverts to Salesforce as leads automatically
Keep your sales team updated with fresh leads without manual data entry
Send opportunity values and sales data from Salesforce back to WhatConverts
Track complete revenue attribution to understand which marketing sources generate the most sales
Leverage Salesforce's native lead management and opportunity tracking features

How It Works

The Salesforce integration operates through Zapier workflows that automatically sync data between WhatConverts and Salesforce. When a new lead is tracked in WhatConverts, a workflow can automatically create a corresponding lead in Salesforce. When an opportunity closes or opportunity values are updated in Salesforce, another workflow can send that sales information back to WhatConverts to complete the revenue attribution picture.

Examples of How Businesses Use the Salesforce CRM Integration

Agencies sync opportunity values and closed sales from Salesforce back to WhatConverts to prove client ROI and show which campaigns generate real revenue.
Business owners connect Salesforce opportunity outcomes with marketing data in WhatConverts to understand true revenue attribution and make confident budget decisions.
Marketers use Salesforce lead and opportunity data in WhatConverts to identify the channels, campaigns, and keywords that drive the highest-value customers.

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