Autoklose has the basic Salesforce integration that you can explore. 

It works based on:

  • Real-time using Salesforce API
  • Fixed feature set

Technical notes:

  • This integration uses Salesforce API calls. This is usually not a problem but can be. Please confirm with your Salesforce administrator.
  • Native integration requires a premium API key.
  • This integration is two way. 
  • There are no limits on Autoklose API calls.

Native Integration

Autoklose has a native two-way integration with Salesforce that works as follows:

Autoklose pulls all Contact data from Salesforce. This data is considered as contact you are interacting with. These are excluded from any Autoklose campaigns to prevent messaging overlap. Autoklose ignores your Lead data.

Data synchronized with Salesforce in either direction is:

  • Name
  • Email
  • Company
  • Title
  • Phone
  • Address

Any contacts that were emailed from Autoklose will be pushed into Salesforce on the following events:

  • Email opened
  • Reply received
  • Link clicked

The use case for native integration is for Autoklose to automate prospecting to clients you are not already in conversation with. Once you receive some action or interest they are synchronized with Salesforce for further sales funnel management.

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If you have any questions do not hesitate to initiate a live chat.

Your autoklose.com team!

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