VWO Salesforce Integration
Leverage Salesforce customer data in VWO to create targeted, personalized website campaigns and deliver more relevant experiences based on lead status, account data, and opportunities
Integrations > Salesforce
About Salesforce
Salesforce is a cloud-based CRM software that helps businesses manage their relationships and interactions with customers and potential customers. It’s the flagship product of Salesforce.com and one of the most widely used CRM systems globally.
Benefits
1. Lead-Level Experiment Tracking in Salesforce
2. B2B Visitor Identification
Leverage Salesforce data to identify and segment website visitors through two methods:
- browser variables (cookies, JS variables, local storage) for returning visitors who have previously interacted with your site,
- or third-party IP reveal services (like ClearBit, 6sense, Demandbase) that can identify companies based on their IP addresses.
This dual approach ensures you can precisely target both known business visitors and new visitors from identified companies, for your VWO campaigns.
3. Automated Data Flow
The integration automatically syncs Salesforce data daily into VWO, with options for manual syncing when needed, eliminating the need for manual data transfers between systems.
4. Flexible Data Range
This integration supports multiple Salesforce objects (Leads, Accounts, Opportunities, Contacts) and their fields, giving you versatile options for creating targeted experiences based on your most valuable CRM data.
Use cases
1. Campaign Impact Analysis on Lead Quality
Track and analyze how different VWO test campaigns influence lead quality in Salesforce. By exporting campaign and variation data for each lead, teams can measure which website experiments produce higher quality leads by connecting VWO test data with Salesforce conversion metrics and lead scoring.
2. Personalize your website content based on lead status
Show different messaging to leads based on their Salesforce status. For example, display “Upgrade to Pro” messaging to free trial users, while showing “Book a Demo” to marketing qualified leads.
3. Account-Based Marketing (ABM) Experiences
Create tailored website experiences for target accounts in Salesforce. For example, show industry-specific case studies when visitors from key account domains visit your site
Shared data
Features by plan
| Feature | Starter | Growth | Pro | Enterprise |
|---|---|---|---|---|
| Push Based | ||||
| Targeting Based | Add-on only |
Heatmaps, clickmaps, user recordings, and surveys paint a full picture of how customers interact with different parts of our website. These insights have been instrumental in helping us understand our customers' needs and eliminate the guesswork in our marketing efforts. VWO has helped us become more data-driven in our approach and we've successfully added features to facilitate customer needs and provide them a seamless website experience.
Director of Growth Marketing
