Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Loading
Loading
Send2CRM
Identify and Qualify Opportunities and Create Customized Connections
Overview
Send2CRM seamlessly integrates your website's CMS with Salesforce CRM, empowering Sales and Marketing teams to capture leads, gain insights, streamline sales, and tailor personalized journeys, all within Salesforce!
Connect Salesforce to all your websites using any technology without third-party hosting, giving you control, reliability, and security over your systems and data.
Capture web form submissions from multiple websites and consolidate them into a single Salesforce instance. Push web form entries directly to new or existing Salesforce records.
Capture the behavior of individual website visitors to understand their interests, level of engagement, etc., and disclose this information in their Salesforce records.
Personalize your web content by leveraging browsing intelligence, dynamically adjusting the content to enhance engagement.
Automate lead qualification, prioritization, and assignment using Salesforce workflow by appointing lead scores to page visits or other website behavior.
Get notified when key visitors return to the site, enabling sales to re-engage at the optimum time and provide targeted support
Create segments and targeted campaigns based on visitor behavior to engage high-interest leads and prioritize engaged leads for better conversion rates.
Engage with your visitors through messaging directly integrated with Salesforce. Capture valuable conversations and sync them with your Salesforce records, ensuring no opportunity goes unnoticed.
Guide leads to relevant web pages during sales calls, enhancing their experience, simplifying the conversation, and improving conversion rates.
Send2CRM is the ultimate sales accelerator. It seamlessly integrates your website's content management system (CMS) with Salesforce CRM, empowering Sales and Marketing teams to capture leads, leverage invaluable prospect insights, streamline sales processes, and craft personalized journeys, all within Salesforce! Send2CRM Connector is required. Please visit that listing and install it before installing Send2CRM. 30-DAY FREE TRIAL Send2CRM will automatically stop working after 30 days. To continue, please contact sales@fuseit.com
Categories
- Business Needs
- AnalyticsSales IntelligenceWebsites
- Industries
- EducationFinancial ServicesGovernment
- Personas
- ExecutiveMarketerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyPerson AccountsSalesforce ShieldManaged PackageLightning App Builder