Destinations
/
Sales & CRM
/
Salesforce
Salesforce
Coming Soon

Salesforce

Integrate Salesforce with GrowthLoop to take advantage of the sales and marketing tools using your data.

Documentation
Try GrowthLoop

How GrowthLoop and 

Salesforce

 works

Send customer and lead lists from your Data Warehouse to Salesforce in one click and always keep them in sync.

Common Use Cases

  1. Web Form Lead Routing — Route key leads to Salesforce from your Data Warehouse.
  2. Churned Customer Re-engagement — Identify churned customers that are interacting with your platforms, and send new opportunities to sales reps to re-engage the former customer.
  3. High Potential Lead Routing — Identify leads and customers with high potential to buy big ticket items, and route those as opportunities every day to sales reps.
GrowthLoop is a Snowflake Technology Partner

Common use cases for

Salesforce

Create Salesforce opportunities by identifying possible ticket buyers
Create Salesforce opportunities by identifying possible ticket buyers

Create Salesforce opportunities by identifying possible ticket buyers

Automatically identify the fans that are likely to purchase season tickets and add them as Salesforce Opportunities for sales to engage.

Re-engage churned package ticket holders in Salesforce
Re-engage churned package ticket holders in Salesforce

Re-engage churned package ticket holders in Salesforce

Identify churned package ticket holders who are attending upcoming games to re-engage them for a better package.

See how leading companies use Flywheel with 

Salesforce

No items found.

Relevant Blog Posts

No items found.

Similar destinations

Lob

Lob

Connect Lob to your GrowthLoop account to start sending personalized, insightful direct mail campaigns with your key audiences in mind.

Google Campaign Manager 360

Google Campaign Manager 360

Sync conversions to Google Campaign Manager 360 to achieve stronger return on ad spend (ROAS).

Line Ads

Line Ads

Export audiences from your Data Cloud to Line Ads.

AppsFlyer

AppsFlyer

Export audiences and events from your Data Cloud to AppsFlyer for tracking and targeting.

Ortto

Ortto

OneSignal

OneSignal

CleverTap

CleverTap

Customer.io

Customer.io

Apollo

Apollo

Salesloft

Salesloft

Outreach

Outreach

Netsuite

Netsuite

ServiceNow

BigCommerce

Salesforce Commerce Cloud

Shopify

Microsoft Excel

Microsoft Excel

Visually build segments in GrowthLoop and export them to a Microsoft Excel file.

Google Sheets

Google Sheets

Visually build segments in GrowthLoop and export them to Google Sheets.

PostgreSQL

PostgreSQL

Visually build segments in GrowthLoop and send them to your PostgreSQL database.

Cockroach DB

Cockroach DB

Visually build segments in GrowthLoop and send them to your Cockroach DB.

See all Destinations

Looking for guidance on your Data Warehouse?

Supercharge your favorite marketing and sales tools with intelligent customer audiences built in BigQuery, Snowflake, or Redshift.

Get Demo
DestinationsSales & CRM
Salesforce

Salesforce

Integrate Salesforce with GrowthLoop to take advantage of the sales and marketing tools using your data.

Try GrowthLoop and Salesforce

Why use GrowthLoop and Salesforce?

Salesforce is a customer relationship management (CRM) platform designed to track and monitor leads and customers, and help companies manage those relationships. Its cloud-based interface provides tools for sales and marketing teams to manage prospects and customers through the entire customer journey — from awareness to loyalty. 

Integrating GrowthLoop with Salesforce allows you to connect your data warehouse to the CRM and its various tools. This lets you leverage a single source of truth for customer data across the various Salesforce tools, helping your sales and marketing team create more targeted and informed campaigns. 

After connecting to Salesforce, GrowthLoop will look for matches with existing customers and campaigns (based on your settings) and keep the relevant accounts up-to-date.

Common use cases for GrowthLoop and Salesforce

Common use cases for a GrowthLoop and Salesforce integration include:

Route web form leads

If your web form leads populate in your data warehouse, you can route those key leads to Salesforce from your data warehouse.

Route high-potential leads

Identify leads and customers with high potential to buy big ticket items, and route those as opportunities to sales reps every day.

Re-engage churned customers

Identify churned customers that interact with your platforms and channels, and send new opportunities to sales reps to re-engage the former customer.

Segment customers across any metric

Leverage your data warehouse to let your marketing team target leads with more relevant and personalized campaigns.

How to set up GrowthLoop and Salesforce

GrowthLoop can sync audiences with Salesforce, which lets you start activating the data in your data warehouse across Salesforce’s various CRM tools. To get started, you'll need an audience in GrowthLoop and a Salesforce security token.

Step 1

Locate or reset your Salesforce security token. In Salesforce, access Settings and search for “token”, then select Reset my Security Token. 

Step 2

Go to Destinations in the GrowthLoop platform.

Step 3

Select Salesforce.

Step 4

Configure the Destination with the dedicated Salesforce account’s credentials and the security token. Also, name the Destination and set the sync frequency.

Step 5

Use the Export page to Activate your Salesforce connection and configure the match settings and campaign settings.

See more step-by-step detail in GrowthLoop’s Salesforce documentation.

Similar destinations

Don’t see a destination you need? Check out our full list or request a new destination.

Advertising

StackAdapt

Connecting StackAdapt with your GrowthLoop instance allows you to create and manage campaigns using programmatic ad content on a variety of channels.

Advertising

DV360

Export your GrowthLoop audiences to DV360, or Display & Video 360, and target key segments across Google's vast ecosystem of advertising channels.

Advertising

Google Ad Manager (GAM)

Export your GrowthLoop audiences to Google’s suite of ad management tools to target customers across your network.

Advertising

Criteo

Export audiences from your Data Warehouse to Criteo to better target them across Criteo's ad network.

Email Marketing

Klaviyo

Export customer lists from your Data Warehouse to Klaviyo to engage them with email.

Email Marketing

Marketo

Connect GrowthLoop and Marketo to send audiences from your data warehouse to use as leads in marketing campaigns.

Email Marketing

Braze

Export customer lists from your data warehouse to Braze to engage them with email and push notifications.

Email Marketing

Sailthru

Export customer lists from your Data Warehouse to Sailthru to engage them with email.

Sales & CRM

Pipedrive

Export customer and lead lists from your Data Warehouse to Pipedrive to engage them with sales outreach.

Sales & CRM

Microsoft Dynamics

Export customer and lead lists from your Data Warehouse to Microsoft Dynamics to engage them with sales outreach.

Sales & CRM

Salesforce Marketing Cloud

Export customer and lead lists from your data warehouse to Salesforce Marketing Cloud’s (SFMC) suite of tools to engage your audiences.

Sales & CRM

Hubspot

Connect GrowthLoop to your HubSpot instance to take advantage of HubSpot’s content management, social media marketing, web analytics, and SEO tools.

Customer Success

Intercom

Export customer lists from your Data Warehouse to Intercom for targeting with push notifications and for customer service.

Customer Success

Zendesk

Export customer lists from your Data Warehouse to Zendesk for targeting with push notifications and for customer service.

Customer Success

Qualtrics

Export audiences from your Data Warehouse to deploy surveys to the right customer segment.

Customer Success

Shopify

Sync customer and catalog data from your data cloud with Shopify.

Product Management

Launch Darkly

Export customer lists from your Data Warehouse to Launch Darkly to target product testing for particular user segments.

Product Management

Azure Blob Storage

Export audiences from your Data Warehouse to Azure Blob Storage Buckets for analysis and use in offline marketing channels.

Product Management

Amazon S3

Export audiences from your Data Warehouse to Amazon S3 Buckets for analysis and use is offline marketing channels.

Product Management

SFTP

Export audiences from your Data Cloud to an SFTP for use in downstream campaigns.

See All Destinations

Improve campaign ROI with accurate, more targeted audiences.

Learn how to grow campaign revenue by syncing audience segments across dozens of marketing destinations and creating targeted cross-channel customer journeys.

Explore your use case with a demo