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Integrations

Salesforce CMS Integration to Improve Data Synchronization and Workflow Automation

The Salesforce integration with Progress® Sitefinity® CMS is enabled through the Sitefinity Integration Hub, which operates with automation workflows known as "recipes." This integration offers core benefits such as automation, data synchronization and improved workflows.
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What is Salesforce

Salesforce is a leading customer relationship management (CRM) platform that helps businesses manage customer interactions, sales processes and marketing campaigns. It is widely used for its robust features in customer data management and automation.

Integration Overview

The Sitefinity Integration Hub facilitates the integration between Sitefinity CMS and Salesforce. Using automation workflows known as "recipes," this integration allows for seamless data synchronization and workflow automation. The integration is designed to be easy to set up for both technical and non-technical users, providing a visual no-code recipe editor for defining custom workflows.

Benefits

  • Enhanced Data Accuracy
    Integrating Salesforce with Sitefinity CMS facilitates accurate data synchronization across platforms, reducing the risk of data discrepancies and improving overall data quality.
  • Workflow Automation Automation
    workflows streamline processes such as lead management, customer segmentation and personalized marketing campaigns, saving time and increasing efficiency.
  • Personalized Experiences
    By leveraging customer data from Salesforce, Sitefinity CMS can deliver personalized web experiences, enhancing customer engagement and satisfaction.
  • Premade Recipes for Salesforce Integration with Sitefinity CMS
    Sitefinity CMS offers a library of ready-to-use recipes covering common use cases when integrating Salesforce. These recipes simplify the integration process and promote adherence to best practices.
  • Visual No-Code Recipe Editor
    Sitefinity CMS provides a visual no-code recipe editor that enables IT and business users to define custom recipes easily. This tool maximizes the benefits of Salesforce integration by allowing users to tailor workflows to their specific needs.

Key Integration Capabilities

Create Targeted Segments from Salesforce Contacts

Using Sitefinity CMS with Salesforce through middleware integration, your CRM leads and contacts sync directly as Sitefinity persona users. This setup lets you automate how content, permissions and experiences are delivered based on each persona. Build dynamic campaigns and user journeys that respond to real-time CRM data—no manual updates or disconnected systems.

Segment Visitors Based on Salesforce Data

Provide relevant experiences by segmenting customers and prospects and treating them differently. With Sitefinity CMS Integration for Salesforce, synchronize client information held in the CRM with the client and lead user roles of Sitefinity CMS. These user roles provide special permissions for your contacts to have a more meaningful online experience.

Integrate Webform with CRM Contacts

Thousands, if not millions, of visitors traffic your website every day. But how do you turn these anonymous visitors into real prospects in your CRM and build a fertile sales funnel? By integrating web form data from your content management system with your CRM, you create an avenue for capturing prospect profile, demographic and behavorial data. With Sitefinity CMS Connector for Salesforce, automatically populate web form data as a new CRM record into your database and tag as a lead with pre-applied business logic.

Integrate Sitefinity Cloud with Salesforce Using Sitefinity Integration Hub

You can connect your Sitefinity Cloud project to Salesforce using the Sitefinity Integration Hub, which supports automation across 1,000+ business applications through prebuilt connectors and low-code tools.

Key components of this integration include:

  • Connector: The Sitefinity Connector enables API-based integration with Salesforce and other systems.

  • Recipes: Use triggers (like form submissions) to launch actions (like creating Salesforce contacts).

  • Flexible Workflows: Automate lead capture, content sync or campaign triggers with minimal setup.

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