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CleverTap All-in-one Customer Engagement Platform for Salesforce CRM

By CleverTap Pvt. Ltd.

Activate CRM data to drive limitless customer lifetime value with CleverTap

No Ratings
Starting at $10,000   USD/company/year
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Industries
Horizontal Product
Requires
Sales Cloud
Compatible With
Sales Cloud

Maximize customer lifetime value with native CleverTap for Salesforce. Salesforce CRM customers can activate their CRM data in CleverTap to orchestrate deeper, long-term customer engagement.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Essentials

App Details

Version
CleverTap/Version 1.2.0 1.2.0
Listed On
04/26/2026
Latest Release
04/26/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 6
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 4
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/16/2025

Additional Details

CleverTap's Salesforce Connector is a native, AppExchange-listed managed package that syncs your Salesforce CRM data into CleverTap — no middleware, no third-party connectors, no manual exports. Marketers and growth teams can: 1. Sync standard objects (Leads, Contacts, Accounts, Opportunities, etc.) and custom objects from Salesforce into CleverTap on an event-driven basis. 2. Map Salesforce fields flexibly during setup to align with CleverTap user profiles and events. 3. Backfill historical Salesforce data for richer customer context from day one. 4. Monitor every sync with detailed, per-record logs for transparency and governance. 5. Send the data in Real-time or Batch as per your preference. Why it matters 1. Build precise segments and deliver personalized, omnichannel engagement experiences using live CRM context — lead status, opportunity stage, account activity. 2. Trigger CleverTap journeys off Salesforce data changes as they happen, without export jobs or batch delays. 3. Because the connector runs natively inside Salesforce, there's no external integration layer to maintain, secure, or pay for separately.

Need help?

CleverTap Pvt. Ltd.

San Francisco, CA 94105 USA

CleverTap support team

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