Integrate your Salesforce CRM with Regie.ai
Jennifer Rice
Last Update há um ano
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.
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2. Select the Workspace tab at the top of the Settings page and click Integrations from the dropdown menu.
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3. Locate the Salesforce CRM tile and select "Connect".
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4. Follow the on screen prompts to complete the integration and you'll be all set!