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Original
2026-01-01
Modified
2026-03-06
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<h2>Salesforce CRM and Insider</h2>
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<h2>Salesforce CRM and Insider</h2>
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<p>Salesforce CRM is one integrated platform to bring companies and customers together, from anywhere. You can easily send your leads, contacts, opportunities, and custom data from Salesforce into Insider to leverage extensive cross-channel messaging and 1:1 personalization.</p>
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<p>Salesforce CRM is one integrated platform to bring companies and customers together, from anywhere. You can easily send your leads, contacts, opportunities, and custom data from Salesforce into Insider to leverage extensive cross-channel messaging and 1:1 personalization.</p>
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<h2>Sync leads and opportunities</h2>
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<h2>Sync leads and opportunities</h2>
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<p>Share your Salesforce leads and opportunities with Insider to deliver engaging messages and promotions. For example, if your lead performs a specific action, such as booking a reservation, send a personalized SMS to them with their reservation details.</p>
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<p>Share your Salesforce leads and opportunities with Insider to deliver engaging messages and promotions. For example, if your lead performs a specific action, such as booking a reservation, send a personalized SMS to them with their reservation details.</p>
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<h2>Sync contacts, and custom data</h2>
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<h2>Sync contacts, and custom data</h2>
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<p>Share your Salesforce contacts and custom data with Insider to target users across a rich variety of channels with relatable messages. For example, whenever a contact’s loyalty status turns into “Premium”, send an email that promotes their new loyalty status.</p>
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<p>Share your Salesforce contacts and custom data with Insider to target users across a rich variety of channels with relatable messages. For example, whenever a contact’s loyalty status turns into “Premium”, send an email that promotes their new loyalty status.</p>
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<h2>Set filters for the data you want synced</h2>
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<h2>Set filters for the data you want synced</h2>
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<p>For example, only sync users whose emails do not contain a certain value or define the fields from your lead and only sync them to Insider.</p>
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<p>For example, only sync users whose emails do not contain a certain value or define the fields from your lead and only sync them to Insider.</p>
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<h3>Explore other integrations</h3>
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<h3>Explore other integrations</h3>
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<p>Marketing Automation</p>
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<p>Marketing Automation</p>
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<h6>Drip</h6>
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<h6>Drip</h6>
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<p>Drip is a marketing automation platform that helps ecommerce brands put their customers first via email, onsite, and tight 3rd-party integrations.</p>
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<p>Drip is a marketing automation platform that helps ecommerce brands put their customers first via email, onsite, and tight 3rd-party integrations.</p>
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<a>Explore</a><p>CRM</p>
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<a>Explore</a><p>CRM</p>
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<h6>Zoho CRM</h6>
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<h6>Zoho CRM</h6>
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<p>Zoho CRM brings sales, marketing, and customer support activities together and streamlines processes, policy, and people in one platform.</p>
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<p>Zoho CRM brings sales, marketing, and customer support activities together and streamlines processes, policy, and people in one platform.</p>
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<a>Explore</a><p>CRM</p>
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<a>Explore</a><p>CRM</p>
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<h6>Microsoft Dynamics CRM</h6>
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<h6>Microsoft Dynamics CRM</h6>
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<p>Microsoft Dynamics CRM is a customer relationship management platform available as a cloud offering or as an on-premises installation.</p>
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<p>Microsoft Dynamics CRM is a customer relationship management platform available as a cloud offering or as an on-premises installation.</p>
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<a>Explore</a>Your browser does not support the video tag.
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<a>Explore</a>Your browser does not support the video tag.