Salesforce Integration Highlights

Delivra' Salesforce Integration includes the following:

• Automatic two-way sync between Delivra and Salesforce
• Add Delivra contacts to Salesforce as a Lead or Contact
• Sync Salesforce Opportunities with Delivra
• Sync data to Delivra from Salesforce custom objects related to lead or contact records
• Custom field mapping between Delivra and Salesforce
• Sync Salesforce custom objects to Delivra
• View Salesforce data in Delivra
• Opt-outs are synced between both platforms

Notes

1. Please contact Support or your Client Success Representative to add Salesforce to your account.
2. Delivra uses Salesforce version 39.0. 

Resources

1. Read more about the integration here.
2. Visit our e-Learning hub for online modules to learn more about our Salesforce integration & other Delivra features.
3. Ready to install? Review the instructions here.