Salesforce CRM integration

Automate workflows and enable your sales team with digital marketing insight that plugs directly into Salesforce CRM

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Visualforce component

Give your team Insites

Our Visualforce component puts key digital marketing insights directly onto your Salesforce leads and accounts. Both Classic and Lightning experiences are supported.

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Salesforce data fields

Prioritise your best opportunities

Over 200 digital marketing signals are pushed directly to each lead or account in Salesforce, making it easy to perform effective segmentation and prioritisation.

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Lead generation

Automate your lead pipeline

Leads that come in through our lead generation audit can be fed directly into your Salesforce CRM. We also support integration using Eloqua, Pardot and Marketo.

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Single sign-on

Manage your users

Insites synchronises your users from Salesforce, making it easy to manage access as your workforce changes.

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A black and white logo for heise with a pencil in a square.

“Since using Insites, we have seen our conversions for leads generated to closed sales increase noticeably. Not only have our sales teams been able to convert more opportunities quickly, they have been able to generate more appointments.”

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Michael Herfort

Head of New Media, Heise

Insites logo

Explore Insites for your business

Book in a call with one of our team to see how Insites can help you scale your sales team and processes.

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