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salesforce

Sync leads and enrich records in salesforce in a privacy-compliant way via the emid (EASY-M ID).
CRM & Sales
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Connect marketing spend with real sales results. Import closed-won deals from salesforce to evaluate your marketing channels by actual revenue.

Your benefits with salesforce + EASY-M

  • Closed-loop reporting: Optimize campaigns based on signed contracts, not just leads.
  • Privacy-first enrichment: Use the emid (EASY-M ID) to enrich salesforce records in a privacy-compliant way and match them seamlessly.
  • Lead injection: Push marketing leads straight into your salesforce pipeline.
  • Status sync: Automatically update affiliate commissions when a status changes in salesforce (e.g. cancellation or closed deal).

How it works

  1. Connect CRM: Authenticate via OAuth or API key.
  2. Map fields: Map salesforce fields (objects) to EASY-M parameters.
  3. Auto-sync: Data is exchanged automatically in the background.
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Complex setup?
Enterprise support.

If you like, our engineers will guide you through onboarding, help with data mapping and make sure that even the most complex requirements and custom structures are integrated to fit your needs.
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