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SFDC Integration - Leads Support


Userlevel 5
  • Gainsight Employee: Veteran Rookie
  • 29 replies
Posting on behalf of PX customer.

For lead gen platforms, the majority of our users are set as leads in SFDC. They will only convert to contacts once they convert into a sales opportunity for other products.

However, in order to start nurturing these leads in-app with PX, they need to have some of the SFDC data to segment the leads.

Integrating leads from SFDC to PX would be very helpful for this use case!


2 replies

Userlevel 2
Agreed - leads/contacts and opportunities/accounts would be very helpful instead of having to do a workaround on the SFDC side.

Hi folks, any update on this? Really useful as some data we can get from Leads/Opportunities only.

 

Thanks and best of luck

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