Segment makes it easy to set up Salesforce.
Salesforce is the most popular CRM on the market. It lets you store your new leads, and manage them throughout your sales pipeline as they turn into paying accounts.
Request a demo to see how to setup Salesforce with Segment:
Send data to Salesforce
The Salesforce integration allows you to instantly send any customer data to Salesforce.
The Segment-Salesforce integration can receive data from the following sources:
Server-side libraries like Node, Go, PHP, Ruby
Our iOS and Android libraries
Each method describes a distinct type of information about a customer. The Salesforce integration supports the following Segment API methods:
The identify API call ties a customer and their actions to a recognizable ID and traits like their email, name, etc.
Still have questions? Here are a few useful resources for you to dig a little deeper.
Check out our documentation for detailed help on setting up Salesforce.
Questions about this integration? Suggestions?