Salesforce

Salesforce and Make – automatic contact synchronization from CRM

Does your company use Salesforce to manage customers and sales? You can connect Salesforce with Make so that contacts in your CRM system are automatically added to your newsletter list – without anyone having to upload lists manually.

What is Salesforce?

Salesforce is a cloud-based CRM platform used to manage customer relationships, sales, and marketing. The solution offers a range of modules and apps that can be customized to different industries and needs, and the entire system runs in the cloud with no need for users to maintain the software themselves. One of the strengths of Salesforce is that it functions as a platform, where both ready-made features and custom applications can be integrated.

How the integration works

Make synchronizes contacts from Salesforce based on SOQL (Salesforce Object Query Language) – meaning custom queries against your data. The synchronization happens in bulk, in batches of 1000, once a day. Salesforce is the master system: data flows one way.

Read more about the details of the Salesforce integration.

Why connect Salesforce and Make?

• Avoid manual lists – contacts from CRM are automatically imported into Make

• Flexible data extraction – SOQL allows you to retrieve exactly the contacts and fields you need

• Always the same data – no risk of CRM and newsletter lists falling out of sync

• Save time – no double entry between systems

Get started

Do you want to connect Salesforce to Make? Please get in touch, and we will help you set it up.