Activecampaign lets you automate how you market to email list your contacts. Salesforce lets you streamline your sales process and increase your revenue. With the activecampaign + salesforce integration, these two powerful tools talk to each other. And they make your job even easier. This article contains 11 instantly usable workflow automations designed to work hand-in-hand with your activecampaign for salesforce essentials integration. You can:qualify leads and send them to your sales team keep the information identical between the two platforms leverage marketing materials based on the contact's stage in your sales process here are the.
11 salesforce onboarding workflow automations:salesforce lead generation – part 1 salesforce lead generation – part 2 salesforce lead generation – based on scoringsalesforce nurture lead series salesforce engagement sync salesforce pipeline sync stage-based facebook audience flow salesforce subscription and welcome salesforce unsubscribe sync salesforce email list deal owner sync retargeting salesforce marketing lists 1. Salesforce lead generation – part 1 salesforce lead generation part 1use marketing automation to turn contacts into leads for your sales team. The activecampaign for salesforce essentials integration helps streamline this process better than ever. This recipe is the first in a three-part automation workflow designed to identify leads ready to be contacted by your sales team.
This workflow allows you to:send messages track email list engagement give your contacts opportunities to take action(we'll create leads in parts 2 and 3.) here's how this automation works: set up your activecampaign for salesforce essentials integration before importing this recipe when a contact subscribes to your list, send a series of messages to encourage them to take action to qualify them as a lead, also known as a qualifying eventa qualifying event means the contact has shown interest in your business or product. This event can consist of visiting your pricing page, making an appointment, filling out a specific form for a quote, and much more. After each email in the series, contacts will wait a day and then a series of if/else actions will check if they opened the email or clicked on a link.