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VWO Salesforce Integration

Leverage Salesforce customer data in VWO to create targeted personalization 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

Connect website experimentation data with your CRM records by automatically pushing VWO campaign data to Salesforce. Track which variations of your A/B tests, multivariate tests, or personalization campaigns each lead was exposed to, enabling you to analyze how different website experiences impact lead quality and conversion rates.

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.

Use cases

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

 

Shared data

Feature
Push Based
Campaign data
Object data
Targeting Based
Attribute list
Object list

Features by plan

Feature Starter Growth Pro Enterprise
Push Based
Targeting Based Add-on only

Works with

VWO Personalize,VWO Testing

VWO plan

Developed by

VWO

For questions/concerns

support@vwo.com
Icon Quote

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.

Jon Corwin Photo
Jon Corwin

Director of Growth Marketing

Noble Studios

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