Send2CRM Documentation Home

Welcome to Send2CRM Documentation

The Send2CRM integration captures the details on any web form and pushes the field values to a Salesforce object (usually a lead or contact record). The visitor’s current and historical browsing behavior is sent to Salesforce at the same time and updated if the visitor returns in a future visit. The Send2CRM package allows Salesforce record field values to determine the specific web content rendered to individual visitors (personalization).

Send2CRM Adds Value

Send2CRM enables companies to deliver a first-class experience to every website visitor

• Tracks the browsing behavior of each website visitor creating a source of information to facilitate making personalization decisions

• Maps any web form to Salesforce leads, contacts, cases, etc.

• Discloses form data and visitor behavior in the visitor's Salesforce record (usually a lead)

• Delivers live web content during sales calls

• Controls (overrides) website personalization from Salesforce

• Delivers messages to returning visitors (web channel communications)

• Notifies Salesforce agents when a website visitor returns

• Segments inbound leads based on website behavior

Nomenclature

The following terms are used in this document

• Event: Visitor activity on the website

• Goal: A website element that indicates a behavior that can be used to score the visitor’s level of engagement

• Service: Salesforce or other remote web service that is configured

• UTM parameters: Short text codes added to URLs (links) to identify the origin of visitors