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

Activate CRM data to drive limitless customer lifetime value with CleverTap

Overview

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.

See How CleverTap All-in-one Customer Engagement Platform for Salesforce CRM Works

Instant Activation on Salesforce Data Changes: Whenever a record is created or updated in Salesforce, the data is immediately pushed to CleverTap, enabling timely segmentation, targeting, and campaign automation.
Broad Object Coverage for Rich Customer Context: Sync Standard objects, including Cases, Campaigns, Tasks, Quotes, Contracts, Orders, Products, Assets, Opportunity Line Items, and History or Custom Objects as user profiles or events in CleverTap.
Flexible Field Mapping During Setup: Easily configure field-level mappings to ensure the right Salesforce data flows into CleverTap in the format your teams need, without developer dependency.
Historical Data Import Support: Bring in past Salesforce data to create richer user profiles and unlock insights and campaigns from day one.
Power Advanced Segmentation & Personalization: Leverage Salesforce CRM data directly within CleverTap to build precise segments and deliver highly personalized, cross-channel customer journeys.
Audit-Ready Sync Logs & Monitoring: Track what data is pushed from Salesforce to CleverTap with detailed logs for visibility, troubleshooting, and compliance.

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.