Salesforce by RD [Beta]

The integration between RD Station Marketing and Salesforce CRM provides seamless and secure communication between marketing and sales teams, offering an automated lead flow aligned with security guidelines. With this integration, it is possible to send data from RD Station Marketing to Salesforce, ensuring that captured leads are efficiently and systematically directed to the sales team. Features: 1. Secure Authentication: - Implementation of the OAuth2 protocol, which complies with Salesforce's security requirements and protects lead information. 2. Mapping Standard and Custom Fields: - Synchronization of fields from RD Station Marketing to the Salesforce Leads object, enabling data alignment according to business needs. 3. Send Leads through Marketing Automation: - Through the Marketing Automation, leads are automatically created as Leads objects in Salesforce, ensuring your sales team receives them seamlessly. 4. Real-Time Feedback: - Monitor lead creation in Salesforce through activities in the RD Station Marketing Automation Flow, including confirmations of successful creation in Salesforce or messages in case of failures. 💡 Learn more!