Salesforce
What is it?
UserGems has a native integration with Salesforce, allowing us to access your Lead, Contact, and Account Reports in real time, and provide critical contact information back into Salesforce when it matters most. Specifically:
- Read into your Lead, Contact, and Account Reports so that we know which meaningful contacts to track, which key companies to monitor, and which records & properties should be updated
- Insert new, enriched contacts/companies into your CRM with accurate signal and contact information (with duplicate prevention).
- Trigger custom workflows/sequences to ensure that all job changes notify the appropriate rep and are actioned timely.
Looking for our Salesforce Implementation Guide? Check it out here.
How it works
- Select or Create an Integration User for UserGems
- Connect your Salesforce Integration User
- Import Contacts to Track
- Generate Buyer Persona(s)
- Import Key Accounts & Define IC
- Signal Selection
- Review Target Accounts
- Preview AI Messaging
- Set Up UserGems Workflows
- Launch! 🚀
Additional Resources
Need more information about the UserGems <> Hubspot integration? Check out the additional resources below.