Salesforce integrations across CDPs

Sales Intelligence. Installs the 6sense Sales Intelligence app from AppExchange so sales users see 6sense insights on Salesforce account and lead pages, along with a dashboards tab and 6sense score objects.

AI Email. Enrolls leads from a linked Salesforce report into 6sense AI Email campaigns automatically, and can write conversation statuses to a custom field and log the agent's emails as Salesforce tasks.

CRM sync. Syncs Salesforce CRM records into 6sense every night through the 6sense External Client App, and writes scores or Sales Intelligence exports back to accounts, contacts and leads.

Salesforce Sales Cloud

Destination. Sends Real-Time CDP audiences and profile attributes to Salesforce CRM as either leads or contacts, keeping audience membership current through the composite API.

Source. Brings Salesforce CRM records into Experience Platform, connecting with OAuth 2 client credentials.

Salesforce Sales Cloud (destination). Sends customer profiles from Amperity to Salesforce Sales Cloud through its SOAP API.

Salesforce Sales Cloud (source). Pulls customer records from Salesforce Sales Cloud objects and reports into Amperity through its REST API, loading them in full each run.

Imports Salesforce records into BlueConic by object or SOQL query, including Service Cloud cases as timeline events, and exports segment profiles to Salesforce objects in batches.

Creates or updates records of any Salesforce object, such as leads, contacts and accounts, from Blueshift campaign journeys through a connected app and cloud app templates.

Push connector. Lets CaliberMind write, deduplicate and merge Salesforce records and push data such as ABM scores through Flows, once its CaliberMind OAuth2 connected app is installed and authorized.

Pull connector. Copies Salesforce CRM data from 17 standard objects, such as accounts, leads, opportunities and tasks, into CaliberMind's warehouse through a Fivetran-run pull connector using the Bulk API.

Export. Pushes CleverTap user profiles, event properties and campaign responses, such as NPS feedback, into Salesforce in real time through an OAuth 2.0 webhook calling a custom Apex REST endpoint.

Import. Syncs standard and custom Salesforce objects into CleverTap profiles through a CleverTap package from AppExchange, sent per change or in 5 to 60 minute batches, available as an add-on.

Custom objects. Pushes DinMo model rows into a Salesforce custom object, inserting new records or updating fields on existing ones by ID, with each custom object set up as its own destination.

Standard objects. Inserts, updates or upserts Salesforce accounts, cases, contacts, contracts or leads from DinMo models, one object per destination, using fields that already exist.

Syncs any standard or custom Salesforce object from Fivetran Activations over OAuth through the bulk API, with create, upsert, mirror and delete options and multi-destination lead syncs.

Syncs leads, accounts and product-usage data such as health scores from your warehouse into Salesforce CRM records.

Sandbox. Syncs warehouse data into a Salesforce sandbox org, to test syncs before production.

Syncs Salesforce accounts, person accounts, contacts, relationships and hierarchies with Informatica Customer 360 SaaS both ways, in batches or real time, merging duplicates if you choose.

Pulls Salesforce contacts, leads, accounts or custom SOQL results into Insider One on a cron schedule through the REST API and OAuth, as incremental or full syncs.

Syncs custom property data for each Salesforce lead into Klaviyo every hour, to target and personalize messages using CRM lead data.

Enrichment app. Enriches Salesforce accounts, contacts and leads through the Leadspace for Salesforce managed package, on demand from a button, on record events, on a schedule or as one-off runs.

Studio deploy. Deploys Leadspace Studio person and company segments into Salesforce, creating or updating leads, contacts and accounts after duplicate checks on email, LSID, name, website and city.

Sidekick. Syncs Salesforce accounts, leads and contacts into Leadspace Sidekick on demand or on a schedule, showing reps what the CRM already holds, and gates pushes to the CRM with export rules.

Imports Salesforce leads, opportunities and custom objects into Lytics and creates or updates Salesforce objects from Lytics audience members in real time.

Sales and Service Cloud events. Sends mParticle event data to Salesforce Sales Cloud and Service Cloud through the Bulk API 2.0, for CRM and support teams.

Sales and Service Cloud feed. Brings Salesforce Sales Cloud and Service Cloud records, such as leads and cases, into mParticle as a feed.

Agent assist. Shows live NICE CXone call transcripts inside Salesforce and sends Google-calculated sentiment scores there to drive next best action suggestions, as a public preview.

Agent Embedded. Installs NICE CXone's Agent Workspace for Salesforce in Salesforce Lightning, with optional screen pops, record lookups and updates through workflows, and manual record creation by agents.

Agent Workspace. Pairs Salesforce Lightning with NICE CXone Agent Workspace so Salesforce records show in the agent's customer card and interaction details land in Salesforce, opening as console tabs.

AMC DaVinci. Pairs NICE CXone with Salesforce, Service Cloud Voice included, via AMC Technology's DaVinci platform for CTI features like presence, telephony control and real-time call transcripts.

Digital channel routing. Routes chats from Salesforce native digital channels, such as web chat, WhatsApp, Messenger, LINE and Apple, through the NICE CXone routing engine to agents in Agent Workspace for Salesforce Voice.

Service Cloud voice. Embeds NICE CXone voice handling in the Salesforce Service Cloud Omni-Channel widget, with click-to-dial, a Salesforce task logged for every call, and live transcripts and sentiment.

Synqed connector. Links NICE CXone with Salesforce through Synqed's connector for screen pops, click-to-dial from Salesforce fields, note and wrap-up code sync, and full chat transcripts saved to Salesforce.

CRM Ticketing. Imports agents and solved or resolved Salesforce tickets into NICE CXone through One-Connector for Ticket Search and Quality Management, keeping the last 90 days of tickets.

Knowledge Hub. Connects Salesforce to NICE CXone Knowledge Hub as a knowledge source through a Salesforce connected app, with Knowledge Hub generating the tokens itself after you authenticate.

Embedded app. Adds a Totango tab to Salesforce through a managed package, which needs an Enterprise or Unlimited license, so licensed Totango users can open Totango there.

Insights widget. Shows Totango health, engagement, usage and account tags in a Visualforce widget on Salesforce account layouts, fed by an outbound insights job and readable without a Totango license.

CRM sync. Imports Salesforce accounts, users, tasks, touchpoints and, with an add-on, opportunities into Totango on a schedule, and exports tasks, touchpoints, insights and users to Salesforce.

Aggregated data. Pulls grouped SOQL results, such as counts of open opportunities or summed closed-won value, from Salesforce into Totango accounts, users or collections through an aggregation connection.

Syncs Salesforce contacts, leads, accounts and opportunities into ODP every hour, and pushes ODP audiences back to create or update Salesforce contacts or leads through activations.

Export. Upserts Oracle Unity segment data into Salesforce CRM objects through a Salesforce CRM destination, matching records on an external ID field set in the field mapping.

Import. Imports records from pre-defined Salesforce CRM source objects into Oracle Unity through a Salesforce CRM source that authenticates with a client ID and secret, security token and user login.

CRM channel. Keeps Salesforce leads, contacts or accounts in step with the Redpoint Interaction data warehouse, syncing either way through mapped fields and the Salesforce SOAP service.

Data Management. Reads Salesforce objects into Redpoint Data Management with SOQL queries and inserts, updates or deletes them with the Salesforce Output tool over the SOAP endpoint.

Creates and updates Salesforce leads, contacts and other objects from RudderStack identify calls and warehouse records.

Actions. Sends Segment data to Salesforce for CRM through Actions such as Lead, Custom Object and Case.

Source. Pulls Salesforce objects into Segment on a schedule for syncing to a warehouse.

Ingests Salesforce CRM data into Simon Data through its Salesforce module, so segments can filter on lead source, opportunity stage, last activity date or deal size.

Connector, customer credentials. Inserts and updates leads, contacts and custom objects, converts leads and adds them to campaigns in Salesforce from AudienceStream or EventStream, with your own connected app.

Connector, Tealium credentials. Inserts and updates leads, contacts and custom objects, converts leads and adds them to campaigns in Salesforce from AudienceStream or EventStream, with Tealium-managed OAuth.

Standard Objects connector. Creates, updates or deletes Salesforce standard objects from AudienceStream or EventStream.

Apex triggers. Sends Salesforce lead and contact updates to Tealium Collect from Apex triggers and a TealiumCollect class, linking them to Customer Data Hub records through a Tealium ID field.

Bulk data source. Imports records from a Salesforce object into Tealium as events on an hourly, daily or weekly schedule through the Bulk API 2.0, in early access for select customers.

Export. Writes Treasure Data job results to an existing Salesforce object in append, truncate, update or upsert mode, signing in with client credentials or OAuth.

Import. Imports Salesforce objects into Treasure Data with optional SOQL queries over related objects, using the Bulk API for large volumes, to combine CRM data with other sources.

Inserts or updates Salesforce leads from BlueVenn Engage campaigns through an integration step, mapping a field list to Salesforce field names and sending batches of up to 200 leads to the API.

Batch. Sends Zeotap audience data into Salesforce objects such as contacts, accounts, leads, cases, opportunities, tasks, campaigns or custom objects, after a sign-in on your Salesforce domain.

Real-time. Upserts Salesforce contact or custom object records from Zeotap Journeys in real time, through an API user and an external ID field on the target object.

Source. Syncs standard and custom Salesforce CRM objects, such as accounts, contacts and leads, into Zeotap daily, weekly or monthly through a connected app, keeping user IDs for matching.

Creates Salesforce CRM customers from Zeta through a Channel Manager channel referenced to the sObject Basic Information API, with Experiences choosing when.