Overview
Sona enables you to easily connect and utilize your CRM data alongside Sona's web tracking and account identification capabilities. This guide provides step-by-step instructions on how to establish a connection with Salesforce. If you are using a different CRM, feel free to contact [email protected] for assistance in establishing the connection.
Salesforce CRM integration with Sona
Click Connect in the left panel under the Salesforce CRM platform.
You will be redirected to where you can authorize the integration with SSO.
Select the relevant Salesforce account and click Choose Account.
Sona will now start pulling your CRM data from Salesforce.
Key benefits
You can effectively monitor, qualify, and engage your target accounts.
You can gain valuable insights into deal progression and the browsing behavior of your target accounts.
You can discover new accounts and leads that are browsing your website.
FAQs
What does connecting Salesforce to Sona enable?
What does connecting Salesforce to Sona enable?
Connecting Salesforce lets Sona pull your CRM data so you can monitor, qualify, and engage target accounts, see deal progression alongside browsing behavior, and discover new accounts and leads visiting your website.
What if I use a CRM other than Salesforce or HubSpot?
What if I use a CRM other than Salesforce or HubSpot?
Contact [email protected] for assistance establishing a connection with a different CRM.
How do I connect Salesforce to Sona?
How do I connect Salesforce to Sona?
Click Connect in the left panel under the Salesforce CRM platform, authorize the integration with SSO, then select the relevant Salesforce account and click Choose Account.