About the Company
This leading B2B SaaS provider in the data intelligence space enables marketing and revenue teams to activate insights from internal and partner ecosystems. With a global footprint and a lean GTM team, the company’s success depends on timely, data-driven decisions to identify growth opportunities and reduce churn.
The Challenge: Manual Data Silos Delayed Revenue-Driving Action
Before Integrate.io, the company lacked a scalable way to route customer usage data, partner lead information, and third-party API insights into Salesforce. Usage data lived in the company’s Snowflake data warehouse, partner lead files were delivered via SFTP, and API data required manual extraction and formatting, all disconnected from the systems their revenue team worked in daily.
Key limitations included:
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No real-time access to usage data in Salesforce for CS and expansion teams
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Partner leads sat unprocessed for days due to manual SFTP downloads and uploads
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Valuable third-party API data had to be manually cleaned and loaded using Data Loader
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Time-intensive internal workflows created a drag on the GTM team’s velocity
The Solution: RevOps-Led Automation Using Integrate.io
The Revenue Operations team led the charge in modernizing how critical data flowed into Salesforce. With a mandate to enable sales, customer success, and partner teams with timely, actionable insights, RevOps deployed Integrate.io to automate three high-impact data pipelines:
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Customer Usage Data from Snowflake to Salesforce
Key product usage signals, such as login frequency, feature adoption, and drop-off trends, now surface directly in Salesforce in real time. This gives customer success managers the visibility needed to act early on churn risk and flag accounts for upsell.
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Partner Lead Files from SFTP to Salesforce
Leads from strategic partner programs are now ingested automatically from the company’s secure SFTP location into Salesforce. Sales reps are notified immediately when a new lead appears, eliminating the manual bottlenecks.
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Third-Party API Data to Salesforce
Key data points from a critical third-party API vendor are now automatically pulled, cleaned, and pushed into Salesforce in real time. Previously, this process required manual exports, spreadsheet cleanup, and uploads via Data Loader. Now, revenue operations receives continuous updates without lifting a finger.
What makes this even more effective is that the RevOps team operates independently using Integrate.io’s low-code platform, without relying on engineering for daily operations. Engineering still provides governance and guardrails at the account level to ensure security, scalability, and best practices. But RevOps owns the day-to-day data flow, transformation, and delivery.
Integrate.io isn’t just used for ingestion, it’s critical for data cleaning and transformation as well. The platform’s robust transformation layer allows RevOps to:
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Deduplicate records before loading to Salesforce
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Convert timestamps and date formats into Salesforce-compatible structures
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Standardize fields across different partner file formats
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Clean and validate incoming API data prior to insertion
With many partner files arriving in inconsistent structures and varied formats, Integrate.io's transformation features proved essential for streamlining messy inputs into clean, reliable Salesforce-ready data.
Using Integrate.io’s visual pipeline editor and monitoring dashboard, RevOps can iterate quickly and ensure high reliability for all integrations, without needing to tap engineering resources.
Results: Faster Sales Response, More Proactive CS, and 20 Hours Saved per Month
The impact of integrating partner, usage, and third-party data into Salesforce was immediate and measurable:
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20 Hours Saved Monthly: Eliminated the need for manual downloads, data cleanup, and Data Loader operations
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<15-Minute Lead Response Time: Partner leads are now in Salesforce almost instantly, down from 2–3 days on average
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Proactive Churn Mitigation: Real-time usage visibility enables early intervention on accounts showing signs of disengagement
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Expansion Identification: Usage patterns now directly inform upsell prioritization by sales and CS teams
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Smarter Sales Strategy: Continuous third-party data enrichment equips sales reps with the context needed to personalize outreach and drive higher conversions
These outcomes freed the GTM team from repetitive tasks and enabled more strategic, revenue-focused work.
Before Integrate.io, our data just sat in silos. Now, we’re responding to partner leads in under 15 minutes, enriching Salesforce with real-time insights, and identifying expansion opportunities we would’ve otherwise missed.
- VP of Revenue Operations
A Smarter, Leaner Growth Engine
With Integrate.io, the company turned fragmented, latent data into real-time fuel for revenue growth. Thanks to RevOps-led automation, GTM teams now spend less time wrangling data and more time acting on it, without needing to scale headcount.
As they continue to expand globally, the company views data operationalization through Integrate.io as a cornerstone of their growth strategy.
If you are looking for a data intelligence platform for seamless integration, get a demo of our true low-code platform that offers fixed-fee pricing with unlimited usage.
