Real Magnet gives you the ability to integrate your Real Magnet marketing platform with your Salesforce CRM. Once integrated, information about leads and contacts will flow both ways, enabling your organization to quickly identify the best opportunities.
There are two levels of integration available:
Basic Salesforce Integration
NOTE: This level of integration is required for the Marketing Automation integration.
The first level for Salesforce integration connects Salesforce leads and contacts to Real Magnet recipients. Information will be shared between the two systems based on a unique Salesforce ID. Messages sent to the recipients can be added to the Salesforce activity history. You can configure the integration to update the information in Salesforce, Real Magnet, or both based on changes in the other system.
- Install & Configure Salesforce for Real Magnet
- Differences Between Salesforce Integration V1 and V2
- Add Real Magnet Activity History to Salesforce Reports
Salesforce Integration with Marketing Automation
NOTE: This integration requires that the basic Salesforce integration already be installed.
Customers who use Marketing Automation can also connect their automated campaigns to Salesforce to make marketing easier than ever before. Leads and contacts can be created in Salesforce when recipients respond to your campaigns. Assign points to prospects based on criteria you specify. Meanwhile, all this information can be made available to your entire company through your existing Salesforce platform.