Sona enables you to easily connect and utilize your CRM data alongside Sona's web tracking and account identification capabilities. This guide provides step-by-step instructions on how to establish a connection with either Hubspot or Salesforce. If you are using a different CRM, please feel free to contact [email protected] for assistance in establishing the connection.
Salesforce CRM Integration with Sona
Click Connect in the left panel and under the Salesforce CRM platform
You will be redirected to where you can authorize the integration with SSO
Select the relevant Salesforce account and click Choose Account
And, that’s it! Sona will start pulling your CRM data from Salesforce.
There are a few key benefits:
You can effectively monitor, qualify, and engage your target accounts.
You can gain valuable insights into deal progression and the browsing behavior of your target accounts.
Additionally, you can discover new accounts and leads that are browsing your website.