Integrate Salesforce with CleverTap
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About Salesforce
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
About CleverTap
CleverTap allows users to analyze both business analytics and user engagement on one single platform. This gives CleverTap users insight into app user activity, allowing them to see where users have taken action, what information they find compelling, and where they drop off. This information can help businesses improve their long-term strategies, running clever campaigns, sending personalized push notifications, and creating both triggered and scheduled marketing campaigns.
Popular Use Cases
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Bring all your CleverTap data to Amazon Redshift
Load your CleverTap data to Google BigQuery
ETL all your CleverTap data to Snowflake
Move your CleverTap data to MySQL
Integrate Salesforce With CleverTap Today
Free 14-day trial. Easy setup.
Cancel any time.
Salesforce's End Points
Salesforce Leads
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Salesforce Contacts
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Salesforce Accounts
Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Salesforce Opportunities
Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Salesforce Products
Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Salesforce Campaigns
Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Salesforce Events
Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Salesforce Custom Objects
Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
CleverTap's End Points
CleverTap Cohorts
Gather data about cohorts, or groups of users who have taken certain actions in your app. Measure retention, engagement and a variety of business metrics for a cohort of users on a daily, weekly and monthly basis.
CleverTap Funnels
Retrieve data about a customer’s journeys through your funnel. This data contains the customer’s timeline from start to finish - including how many steps in the funnel the customer completed during that time - which can be used to identify which steps during a funnel most commonly include specific events, such as losing a customer.
CleverTap Segmentation
Gather segmentation data that is filtered based on an array of properties, such as past behavior and profile attributes. Then, use that filtered data to get deeper, more detailed analytics into your product performance or to reach users with personalized, contextualized messaging.
CleverTap People Analytics
Track customer engagement data, including a customer’s name and email address, as well as the date and time they last accessed your product. This allows you to run predictive analytics, which can show when engagement will likely drop or increase based on historical engagement data.
CleverTap API Endpoints
Use CleverTap’s APIs for events, user profiles, dashboard counts and push notifications to filter your data and gather key insights.
CleverTap Retention
Get retention data for a specific cohort of customers by tracking signups and other relevant events during a specified date range. Then, feed that data into your analytics to provide a more comprehensive view of your retention trends over time.