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kizen + SalesForce

Integrating Kizen with Salesforce

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Salesforce Sales Cloud
Sales

Description

Salesforce is a customer relationship management solution built in 1999. Salesforce Sales Cloud is currently one of the most used tools for sales-focused organizations.

Integrate Salesforce Sales Cloud With Kizen

  • Workato Pill
  • Zapier Pill

Seamless Salesforce Sales Cloud Integration Made Easy With Kizen
Close more deals faster by integrating Salesforce Sales Cloud with Kizen's marketing automations, experience cloud, and helpfuldashboards. Clarify and unify your customer data to get a better idea of what your sales priorities should be.

Break down the silo between your marketing, sales, customer success, and leadership teams, unlocking the transparency, collaboration, and insights necessary to fuel growth and more amazing customer experiences.

Associated Apps

Pardot

Salesforce Service Cloud

Salesforce Marketing Cloud

Popular Uses

Learn More About Potential Applications For This Integration

Qualify, Assign, And Route Leads Intelligently

Kizen will qualify, assign, and route your leads to the appropriate teammember in Salesforce. Once complete, Kizen will also seamlessly hand-off all the most important data to the Salesforce CRM.

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Leverage Valuable Marketing Data To Help Your Sales Team

Kizen's Customer Data Platform tracks and stores valuable interaction data. When potential customers take the appropriate actions with the intent to buy, easily alert your sales rep in Salesforce.

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Ensure Your Salesforce Opportunities Receive Personalized Content

Kizen's Marketing Cloud can integrate directly with your Salesforce opportunity pipeline. Enable your sales team to easily trigger personalized and relevant marketing content and campaigns from inside Salesforce.

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Sync Sales Activity Data From Salesforce For Accurate Business Intelligence

Integrating Kizen's Business Intelligence Cloud offers excellent insights for your teams. In addition, ensure the reporting of real-time, accuratemetrics from all of your organizational ecosystem tools, creating a unified authority for all of your data.

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Hand-off New Clients To Your Customer Success Team On Kizen

Take advantage of Kizen's Experience Cloud by integrating all of your pre-sale and current customer data from Salesforce. This integration allows your customer success teams to stay informed, prompt onboarding sequences, and drive customer adoption as soon as the deal is closed.

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Automate Time Consuming Administrative Tasks

Many manual tasks, such as scheduling calls, driving proposal and contract workflows, or automatically following-up after Salesforce tasks have been logged can all be automated with the help of Kizen. If your Salesforce team is lacking administrative guidance, Kizen's dynamic automations allow you to drive personalized, fulfilling, and ultimately better sales experiences quickly and easily.

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Web to Opportunity Routing Integration

Workflow

  1. A new lead enters Kizen Data Platform
  2. Kizen manages and qualifies lead
  3. Kizen assigns appropriate sales team member
  4. Integrations Engine pushes all qualified lead data to specific team member on Salesforce 

Triggered Follow-up Integration

Workflow

  1. Task logged in Salesforce
  2. Integrations Engine pushes applicable data to Kizen
  3. Kizen triggers appropriate follow-up email
  4. Kizen tracks all engagement


Personalized Campaigns Integration

Workflow

  1. Sales team member moves an opportunity forward in Salesforce sales-path and has designated an interest in product X, Y, or Z
  2. Integrations Engine pushes all data to Kizen
  3. Kizen triggers personalized campaigns to show how that product is put to use in the opportunities industry


Sales Metrics Integration

Workflow

  1. Contacts, Accounts, Opportunities, Tasks, and other objects are managed in Salesforce
  2. Integrations Engine pushes updated object data to Kizen
  3. Kizen CDP and Business Intelligence Cloud stitches data together in analytical dashboards which take marketing and customer experience metrics into account.

Marketing Engagement Integration

Workflow

  1. A lead or opportunity engages in a Kizen-tracked interaction such as watching a video on your website or visiting a case-study
  2. Integrations Engine pushes specific interaction data to Salesforce object record 
  3. Optionally notify the team member working the deal of the interaction


Customer Success Integration

Workflow

  1. Sales team member wins an opportunity in Salesforce
  2. Integrations Engine pushes all opportunity data to Kizen Experience Cloud
  3. Kizen generates new customer in Customer Success pipeline
  4. Kizen drives onboarding and adoption process based on customer data

All Of The Most Important Capabilities Brought Together By Kizen

Customize your Salesforce integration with the following triggers and actions.

Trigger

  • New/updated record
  • New platform event
  • Scheduled record search using SQQL
  • New/updated records BATCH
  • Deleted record

Action

  • Create/Update Contact
  • Add File To A Contact
  • Start Automation
  • Update List/Group
  • Update Ad List
  • Log An Interaction
  • Log An Activity
  • Create An Order
  • Create A Product
  • Send an Email
  • Send a Text Message
  • Trigger Sequence
  • Schedule Activity
  • Send Survey
  • Notify Team Member
  • Assign Team Member
  • Create/Update Deal
  • Create/Update Company
  • Find Contact by Custom Field
  • Find Contact

Trigger

  • New Completed Survey
  • New Completed Purchase
  • New Completed Form
  • New Failed Purchase
  • New Website Visit
  • New Email Click
  • New Email Attachment
  • Opened
  • New Contact Added
  • New Activity Logged
  • New Tag Added To 
  • Contact
  • Contact Updated
  • New Deal Created
  • New Activity Scheduled
  • Deal Updated

Action

  • Create Record
  • Create platform event
  • Approve/Reject Record in Approval Process
  • Delete Record
  • Upload/Download File
  • Get Record Details
  • Get Report By ID
  • List Reports
  • Search Using SQQL
  • Submit Record For
  • Approval
  • Update Records In Bulk
  • From CSV


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