With this update, you can create, retrieve, and update Salesforce leads in real time, based on any interaction across your ecosystem.
Whether it's a form submission, product view, campaign touchpoint, or an intent signal — Synerise turns it into actionable CRM data the moment it happens.
This is more than just syncing data.
It's about giving your sales team context, timing, and precision — without the manual work.
1. Create a Lead
Trigger lead creation from any event — form filled, product viewed, pricing engaged.
Choose exactly which data to send into Salesforce, including dynamic values like:
All powered by real-time profile attributes and behavioral context.
2. Get a Lead
Retrieve up-to-date lead details from Salesforce during a journey.
Perfect for personalization, decision branching, or CRM-based logic in workflows.
3. Update a Lead
Keep Salesforce aligned with profile updates in Synerise — automatically.
Any change in behavior, segment, or attribute can trigger an update to the lead record in real time.
With Synerise + Salesforce, your CRM isn’t just updated.
It’s context-aware, intent-rich, and always aligned with what your customers are doing — right now.
One integration. Three nodes. Endless automation power.
With this update, you can create, retrieve, and update Salesforce leads in real time, based on any interaction across your ecosystem.
Whether it's a form submission, product view, campaign touchpoint, or an intent signal — Synerise turns it into actionable CRM data the moment it happens.
This is more than just syncing data.
It's about giving your sales team context, timing, and precision — without the manual work.
1. Create a Lead
Trigger lead creation from any event — form filled, product viewed, pricing engaged.
Choose exactly which data to send into Salesforce, including dynamic values like:
All powered by real-time profile attributes and behavioral context.
2. Get a Lead
Retrieve up-to-date lead details from Salesforce during a journey.
Perfect for personalization, decision branching, or CRM-based logic in workflows.
3. Update a Lead
Keep Salesforce aligned with profile updates in Synerise — automatically.
Any change in behavior, segment, or attribute can trigger an update to the lead record in real time.
With Synerise + Salesforce, your CRM isn’t just updated.
It’s context-aware, intent-rich, and always aligned with what your customers are doing — right now.
One integration. Three nodes. Endless automation power.
