E2E Integration for SmartEmailing and Salesforce to automate your marketing processes
Ready to go solution, full flexibility for you marketing specifics, self installation and maintenance. Covers both-direction sync.
What you get from the integration
Automate and accelerate your marketing processes. Master contacts and leads with one master database across SFDC and SE
Bi-directional synchronization of contacts, leads and activities.
Easy installation and setup by the internal team without the need for complex development. You only pay for the solution if you use it - price list link
Solution support ensures compatibility with changes on the Salesforce and SmartEmailing sides.
01
Download the app
02
Connect Smart Emailing with Salesforce
03
Schedule synchronization
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Bidirectional synchronization of contacts and leads between SFDC and SE
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Preparation of an email campaign and a contact list (campaign members) in SFDC and their synchronization into SmartEmailing as a Contact list and its contacts, including an overview of email campaign results in SFDC (number of contacts the email was sent to, email opened, email clicked, or unsubscribed from the email list)
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Synchronization of email campaigns from SE to SFDC
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Synchronization of contacts marked as blacklisted in SE
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Updating the contact's email address in both SFDC and SE simultaneously (functionality development is in progress)
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Deleting contacts in SFDC and SE simultaneously
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Monitoring synchronization between SFDC and SE and manual initiation after fixing recorded errors
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Adding a selected contact to SmartEmailing automation (donor/customer journeys) after updating the selected contact in Salesforce
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Updating selected contact attributes in Salesforce based on the contact's behavior in SmartEmailing automation (donor/customer journey)
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Online update of key contact attributes in Salesforce, which need to be immediately reflected in SmartEmailing
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100% technical
support
easy installation
always
the latest version
verified and deployed app
Monthly/Annually paid license
1
Maintenance and ongoing improvement
of SmartEmailing for Salesforce application
Troubleshooting errors with SmartEmailing for Salesforce
Professional Service
2
Installation of SmartEmailing for Salesforce Managed Package Application
Activation of Salesforce and SmartEmailing integration
Set up integration user
Set up sync of customer fields
Assign SmartEmailing fields visibility to Salesforce users
Set up regular synchronization batches
Set up SmartEmailing webhook integration
Enable cross system contact deletion
Enable opt-in and blacklist synchronization
Custom Project
3
Installation of SmartEmailing for Salesforce Managed Package Application
Analysis and documentation of custom requirements for Salesforce - SmartEmailing integration
Implemenation of custom requirements as part of SmartEmailing for Salesforce
"Unlock Ultimate Efficiency: Integrate with Clouderia for the Best of Both Systems."
