Envoy + Salesforce integration

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Automatic lead generation with Salesforce

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

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Automatically capture each visitor as a lead in Salesforce

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Generate more leads

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Reduce manual data entry into Salesforce

Built and supported by Team Envoy.