Connecting Zeffi with Salesforce helps you manage your contacts and communicate with them more effectively. By integrating, you can bring contacts, campaign members, and lists from Salesforce into Zeffi. This makes it easy to send invitations, survey
Connecting Zeffi with Salesforce helps you manage your contacts and communicate with them more effectively. By integrating, you can bring contacts, campaign members, and lists from Salesforce into Zeffi. This makes it easy to send invitations, surveys, and reminders to the right people.
With this integration, you can:
- Increase Engagement: Organize your contacts based on criteria like location, type, or past interactions, so your messages are more relevant and likely to get a response.
- Streamline Data Management: Keep data updated automatically between Zeffi and Salesforce, saving time and ensuring everyone is on the same page.
- Customize Automations: Set rules to decide when and how data should sync, helping you manage things like survey invitations or follow-ups on a schedule that works for you.
This integration helps you keep track of your contact relationships and ensure communications are timely, organized, and impactful.