CRM

Salesforce Integration

Connect Salesforce CRM to your data warehouse and combine customer relationships with e-commerce and marketing data.

What data do we synchronize?

These data points are automatically retrieved and loaded into your data warehouse.

  • Leads and opportunities
  • Accounts and contacts
  • Deals and pipeline overviews
  • Activities and tasks
  • Custom objects and fields

About the Salesforce integration

With the Salesforce integration, MeerMetData retrieves your complete CRM data via the Salesforce API. Leads, opportunities, accounts and activities are automatically synchronized to your data warehouse. Combine Salesforce data with your webshop orders and marketing channels for a 360-degree customer view and accurate attribution of sales to marketing efforts.

From raw data to action

How the Salesforce integration works within your data platform.

1

Connect

We securely connect Salesforce to your data warehouse via the official API. No more manual exports.

Salesforce API Automated
2

Consolidate & clean

All data comes together in a central data warehouse. We structure it and make it reliable.

BigQuery Data cleaning
3

Insight & action

Combine Salesforce data with other sources in dashboards, reports and analyses your team uses daily.

Dashboards Reports Alerts

Connect Salesforce to your data warehouse?

Schedule a free introductory call and discover how we can make Salesforce data work for your organization.

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