Salesforce Integration for Email Experiences: Opportunity Data

Overview

The Salesforce Integration for Email Experiences can be used to gain insight into how Sigstr is impacting key opportunities in your pipeline. Instantly see which open and closed opportunities have been influenced and generated by your Sigstr campaigns.
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To access this information, simply navigate to the Campaigns section in Sigstr and click into any campaign's detail page.


Set-Up

Please note that to leverage this functionality, you must be using Recipient Analytics. If you're using Sigstr's full Salesforce Integration, no other action is needed. Otherwise, follow the instructions below.


Step 1

Navigate to your Account Settings. Select Integrations, and then CRMs.

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Step 2

Inside the CRMs section, click on the dropdown next to Salesforce and select Connect.

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Step 3

Log in to Salesforce to complete the connection.

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