Streamline your review management withSalesforce integration
Automate your review management workflow with our Salesforce integration. Send reviews and sync customer data to Salesforce.
Key benefits of using the Salesforce integration with IDEX
Automatically send reviews to Salesforce
Automatically send reviews to Salesforce when a new review is received. Never miss a review and attend to your customers in real-time.
Sync customer data from and to Salesforce
Sync customer data from or to Salesforce to enrich your customer profiles. Engage with your customers and build trust with your brand.
Receive review analytics in Salesforce
Receive daily and weekly review analytics and insights in Salesforce. Get key metrics, spot trends, and uncover insights to engage with your customers and drive your business forward.
About Salesforce
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help businesses manage their interactions with customers and prospects. It offers a suite of tools for sales, marketing, customer service, and analytics, all integrated into a centralized system. Founded in 1999, Salesforce has become a leader in the CRM space, enabling organisations to improve customer engagement and drive business growth.
Salesforce is widely used by businesses of all sizes, across industries, to manage customer relationships, track sales opportunities, and optimize marketing efforts.
Salesforce is widely used by businesses of all sizes, across industries, to manage customer relationships, track sales opportunities, and optimize marketing efforts.
Frequently Asked Questions
The Salesforce integration allows you to send reviews and sync customer data to Salesforce. Automate your review management workflow, save time, and improve your customer relationships.
To set up Slack, go to the Integrations section in your dashboard, select Salesforce, and follow the prompts to authenticate and connect your Salesforce account. Once connected, you can configure the Salesforce objects you want to sync data to and from.
Yes, you can sync customer data from and to Salesforce. This allows you to enrich your customer profiles and engage with your customers in Salesforce.
The Salesforce integration offers several benefits:
- Centralised access to review data alongside customer records.
- Improved customer insights for sales and support teams.
- Automation of workflows like creating tasks or cases based on reviews.
- Better tracking of customer sentiment and trends directly in Salesforce dashboards.
The following data can be synced from IDEX to Salesforce:
- Review details (rating, comment, platform, etc.).
- Customer information, if available (e.g., name, email).
- Metadata like review tags, categories, or status.
- Review response data, including replies and timestamps.
Data syncing is typically real-time or occurs at regular intervals, typically within 1 hour after a review is published on selected review platforms.
Commonly supported objects include:
- Accounts: Map reviews to company profiles.
- Contacts: Associate reviews with individual customers.
- Cases: Create cases for reviews needing resolution.
- Tasks: Assign follow-up tasks for specific reviews.
The Salesforce integration is included in the Premium and Enterprise Plans. Please check our pricing page for more details.
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