VWO Salesforce Integration

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.

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

The integration supports various Salesforce objects—including Leads, Contacts, Accounts, and Opportunities—enabling tailored targeting using key CRM fields.

1. Analyze test campaign impact on lead quality

Track how VWO experiments influence lead quality in Salesforce by linking variation data to lead scoring and conversion metrics. By exporting campaign and variation data for each lead, teams can measure which website experiments produce higher quality leads.

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. Deliver account-based 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