Salesforce
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses streamline their sales, marketing, and service operations, providing tools for customer engagement, analytics, and automation.
Connecting Salesforce to AgencyAnalytics allows you to quickly and easily review important metrics like lead details, MQLs, SQL and more.
API and Data Access
Click here to learn all that's possible with the integration!
🔌 Connect Salesforce
To avoid a failed connection or error when integrating within an AgencyAnalytics campaign, the person connecting requires:
Read permissions for Accounts, Leads, Opportunities, and Campaigns
A paid subscription which includes API access
If the above requirements are met, please follow these steps to connect:
Open the Campaign where you'd like to connect Salesforce.
Click Integrations (plug icon) on the left side menu.
Search for Salesforce in the upper right search box, then click the Salesforce card.
Click Connect New Account.
Enter the subdomain for the Salesforce org that you would like to connect. Click here for help locating your domain name.
Click "Continue".
If your org's domain is https://mycompany.my.salesforce.com, you'll only need to enter "mycompany".
❓ Salesforce FAQ
How do you calculate MQL and SQL?
We calculate MQLs manually based on what Salesforce has briefly described as an MQL, where leads become MQLs when they are converted but do not have an opportunity tied to them. Once an opportunity is tied to that lead, it becomes an SQL.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄