One customer view
Sales and marketing see the same profile and history.
CRM & sales
Salesforce + Reloadify
Connect Salesforce and Reloadify to share customer data between sales and marketing.
Why connect Salesforce
Better B2B follow-up
Use deals and accounts in segments and flows.
No double entry
Contacts and properties stay in sync both ways.
What syncs
- Contacts and companies
- Deals and stages
- Properties and owners
- Email engagement
With Autopilot
Agents use the Salesforce deal stage to decide what to send.
Connect Salesforce in three steps
- 1
In Reloadify, go to Assets > Apps.
- 2
Find Salesforce and click Connect.
- 3
Follow the steps to authorise the connection. Data starts syncing straight away.
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