Salesforce Sales Cloud with Agility CMS

Integration Overview

Leads arrive through your website, and they have to end up somewhere a salesperson will see them. This integration carries form submissions from an Agility-powered site into Salesforce, so the record a rep opens is the one the visitor filled in.

What is Salesforce Sales Cloud?

Sales Cloud is the CRM half of Salesforce: accounts, contacts, opportunities and the reporting on top of them. It's the system of record for a lot of sales teams, and when it is, everything else has to feed it rather than compete with it.

That's the whole idea here. Agility doesn't try to own the customer record. It owns the content and the pages, hands the lead to Salesforce, and stays out of the way.

Why use this integration?

Opportunity Management

Get all the details on your team's deals - stage, products, competitions, quotes, and more.

Contact Management

Have a complete view of your customers, including activity history, key contacts, and customer communications.

Scalable and Flexible

Solutions for any size company or industry

Documentation

Salesforce Sales Cloud
Salesforce's own documentation for Sales Cloud objects and the web-to-lead flow.