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Catchlight℠ Integration for Salesforce

By Fidelity Investments

Powerful insights to help you grow your business

No Ratings
Paid Add-On Required  

Payment required for external services or products

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Industries
Financial Services
Business Need
Productivity
Marketing
Sales Intelligence
Requires
Sales Cloud
Financial Services Cloud
Compatible With
Sales Cloud
Financial Services Cloud

The Catchlight® Integration for Salesforce allows you to seamlessly enrich your contacts with insights, like the Catchlight Score™, estimated investable assets, life events to save time and deliver a more streamlined experience for your business growth.

  • Catchlight Overview

Highlights

Synchronize contact profiles between Salesforce and Catchlight to update both systems simultaneously

Link directly between a Salesforce account and Catchlight to take action or gain insights on your prospects or clients

Create smart workflows using Catchlight insights

Provider Details

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

The customer must purchase the Catchlight offering to use the Catchlight for Salesforce App.

Catchlight for Salesforce App

$2,000 USD/user/year

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