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Sitecore for Salesforce

S4S provides intelligence to Salesforce enabling sales to qualify, segment, and better understand inbound leads. Further, S4S enables sales to personalize the website and message leads as they traverse through the sales process. This accelerates the selling journey and increases lead conversions.

S4S shares Sitecore visitor browsing behavior with Salesforce teams to help them understand their next customer. S4S sends Sitecore form submissions to Salesforce including the visitor's website behavior. Sales can view the visitor's digital footprint and state of mind prior to making contact. Conversely, S4S sends Salesforce values to Sitecore to personalize the visitor's website experience. This all happens in real-time meaning sales can tweak a Salesforce record to deliver a personalized web experience or page redirects, even during a sales call. 

Next-Generation Sales Intelligence

Connect your Sitecore website to Salesforce


Push web form entries and visit behavior to Salesforce

Automate lead qualification

Personalize web content from Salesforce

Deliver sales messages to returning website visitors

Get notified when key visitors return to the site


Create segments and campaigns based on website behavior

A Customer Journey

Discover ways to work with customers without leaving Salesforce. S4S intelligence gathering, automation enablement, and personalization benefit everyone in the customer journey:

  • A website visitor completes a Sitecore form that creates a lead in Salesforce (the form was mapped with S4S)

  • In Salesforce, a new record immediately appears. It includes the Sitecore browsing behavior from all visits - ideal for fast lead qualification

  • The sales team uses a report to identify important leads based on the number of Sitecore page visits

  • The sales team looks at the behavior to learn about the visitor

  • A team member changes a field value in the visitor's Salesforce record. Sitecore instantly adjusts the web experience

  • The team member makes a sales call to the visitor and, from Salesforce, populates a link on the website that directs the visitor to a targeted page

S4S Features

  • Sitecore marketers can quickly map a Sitecore web form to any Salesforce object (usually a lead or contact) using one of two mapping wizards

  • Sitecore website behavior is synced to Salesforce and can be mapped to marketing applications like Salesforce Marketing Cloud, Marketing Cloud Account Engagement (Pardot), and Marketo. This allows outbound emails to be personalized based on an individual's browsing behavior

  • Salesforce users override Sitecore personalization from Salesforce record field values, pattern card values, or profile values

  • Salesforce contacts can log in to Sitecore portal pages with credentials stored in their Salesforce record 

  • Sitecore marketers can import Salesforce campaign and report lists for use with Sitecore Email Experience Manager

  • Salesforce users can leave messages on the website for visitors during the sales cycle

See how S4S works for your teams:

CMS-CRM connector for Sales teams


S4S is a powerful solution that allows businesses to collect and share website behavioral intelligence with their CRM sales team. With this data, sales professionals can qualify leads faster, personalize their approach to customers, and tailor website content to increase conversions and revenue.
Learn more ...

CMS-CRM connector for Marketing teams


S4S provides granular website behavior data that enables marketers to better understand their audience and create targeted campaigns. With S4S, marketers can also provide personalized content that aligns with their customers' interests, resulting in more engagement and conversions.
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CMS-CRM connector technology


S4S collects website behavior and shares it with your CRM sales team, regardless of the web technologies you use. This intelligence lets sales professionals qualify leads faster, personalize their approach to customers, and tailor website content to increase conversions and revenue.
Learn more ...

Website integration with dual-mode personalization

The ultimate way to support your sales team.

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