Integrate your Salesforce CRM with Regie.ai
Jennifer Rice
Last Update a year ago
Unify your Salesforce CRM and Regie Workspace in just a few clicks.
With Salesforce CRM Integration enabled, Regie can tap into your Salesforce data and quickly build your target Personas, making Persona driven campaign creation and instant personalization a breeze.
Additionally, with the integration enabled, Salesforce data from your Account and Contact objects can be utilized by Regie to create even more hyper-personalized messaging for maximum relevancy with your prospects.
See how easy it is to enable Salesforce integration below:
Note: To integrate your Salesforce CRM with your Regie Workspace, you must be a Regie Admin on an Enterprise Plan and have a Salesforce License that enables you to see and access client data.
Specifically the following data must be viewable and accessible in Salesforce:
- Activities
- Contacts
- Accounts
- Leads
1. Select Settings from the left side navigation bar.
2. Select the Workspace tab at the top of the Settings page and click Integrations from the dropdown menu.
3. Locate the Salesforce CRM tile and select "Connect".
4. Follow the on screen prompts to complete the integration and you'll be all set!