Chrome Extension Personalizer: How to use Salesforce CRM Data to Customize Messages

Jennifer Rice

Last Update één jaar geleden

The Regie Chrome Extension can leverage the power of your Salesforce CRM Data to craft even more meaningful and personalized outreach.


Once your Regie Workspace is integrated with your Salesforce CRM, Chrome Extension Users can easily personalize their outbound emails in under 5 minutes and elevate message relevancy with the added flexibility of referencing specific Salesforce Account and Contact Objects in the Message Personalizer workflow.


See how effortless it is to incorporate Salesforce data from your Account and Contact Objects and level up your email personalization using the Chrome Extension!

Salesforce CRM Data can be used to create hyper-personalized messages within the following applications by using the Chrome Extension:


Sales Engagement Platforms

  • Outreach
  • Salesloft
  • Hubspot


Email Clients

  • GMail
  • Outlook (Online only)


Social

  • LinkedIn Messages
  • LinkedIn Sales Navigator


Need to integrate your Salesforce CRM with Regie? See the linked article for instructions on How to Connect your CRM to your Regie Workspace.

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us