Envoy + Salesforce integration

Your sales team knows the importance of logging every interaction, and the the Envoy + Salesforce integrations helps track in-person meetings. When you connect your Salesforce account to Envoy, each visitor becomes a new lead when they sign in. And if the visitor is a current lead, their visit will appear in their activity history.

Ensure that the sign-in fields in Envoy match up with your Salesforce fields. For example, start collecting every visitor’s company name upon sign-in.

Benefits

Automatically capture each visitor as a lead in Salesforce

Generate more leads

Reduce manual data entry into Salesforce