Phone
London:
0845 337 9170
Manchester:
0161 618 1070

'1-click' SalesForce integration

dotMailer Enterprise includes a powerful SalesForce integration feature.

If your business or organisation uses SalesForce as your CRM or backend database, this feature will:

  • Save you valuable time and resource, managing your data
  • Help maximise the power and ROI of both your SalesForce CRM system and dotMailer

'Point and click' import of Salesforce leads

  • Import any data from your SalesForce leads to a dotMailer address book at the click of a mouse.

Automatically append dotMailer campaign contact history to your leads in Salesforce.

  • Just click to synchronise your dotMailer campaign contact history reporting with your SalesForce account.

Schedule automatic updates

dotMailer will automatically import and map unlimited database fields from SalesForce to your address book at a regular, scheduled time - no need for you to remember.



Automatically update your SalesForce and dotMailer suppression files

Schedulable, 2-way suppression import ensures both your sales managers and your email marketers don't contact those who have withdrawn their contact permission.

No programming and minimal setup required

dotMailer's SalesForce integration is a built-in feature. There's no additional programming or IT work required. Just enter your SalesForce username, password and security token and you are ready to go!

Limitations of Salesforce's API

Please note, SalesForce impose a limit on the number of API calls that can be made within a give 24 hour period. This may limit the number of dotMailer campaigns you are able to sync up with SalesForce in that time.

Please check with SalesForce for more information on how many API calls your SalesForce account is entitled to.

To have dotMailer SalesForce integration activated for your account, or to find out more, call your Account Manager or one of our email marketing consultants on 020 8662 2762 or email us.



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Switching to dotMailer has been very easy. It's the most user friendly and best value system I have seen.

Carole Staniford, Anachem