Integrating Userled.io with Salesforce enables end-to-end account-based content personalization:
This bi-directional integration drives higher engagement, faster pipeline movement, and stronger conversions.
Salesforce is the world's leading customer relationship management technology, helping you build and improve your customer relationships.
Integrating Salesforce with Userled allows you to sync account and contact data, track engagement, and trigger personalized experiences based on CRM insights. With a complete view of your target accounts, your team can identify the next best action and move faster on high-priority opportunities.
1. Navigate to https://app.userled.io/integrations/salesforce
2. Click on the Integration portal
3. Click on “Authorize”
4. Authenticate through Salesforce’s portal to grant access to the integration
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1. Navigate to the Object Manager and create a new field on the Account object
2. We recommend creating the following two custom fields:
These fields should be of type Single-line text.
1. Select any account and contact from your Salesforce CRM. You also have the option to select lists and reports.
2. Create highly targeted, personalised web experiences using Salesforce attributes across email, ads and landing pages.
3. Distribute your generated content to your CRM using the custom fields you created.
4. Enrich accounts and contacts with engagement data across web, inbound, outbound and ads.
This video covers how you can pull Salesforce accounts and contacts into Userled to generate personalised experiences and sync them back to your Salesforce CRM.
To integrate Userled assets and engagement metrics with Salesforce, you must be a paid customer of both and have admin access.
Userled integrates with the tools your marketing and sales teams already use—so you can create personalized experiences and track engagement across every touchpoint.
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