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Send2CRM for Marketers

Website to Salesforce Solution

Send2CRM is an enterprise solution between any website and Salesforce. Send2CRM has one goal - generate more revenue by creating stronger relationships between sales and marketing teams and their prospects and customers.

Send2CRM shares website visitor browsing behavior with Salesforce. Able to extend any website, Send2CRM sends web form submissions to Salesforce with the visitor's website behavior and keeps it up-to-date. This intelligence lets the sales team understand the visitor's state of mind prior to making contact. Conversely, changes made in Salesforce can be reflected back to personalize the visitor's website experience.

Turn anonymous website visitors into leads in Salesforce

Capture the behavior of individual website visitors and  form data and push it to Salesforce records. Gain valuable insights into your prospect's browsing history, interests, and engagement level. Send2CRM automatically creates new leads and updates existing ones. Form mappings are quickly created and updated in Salesforce. Map to single or multiple Salesforce records e.g. leads, contacts, cases, or multiple objects related to each other.  

Form mapping in Salesforce

View lead behavior

360° lead insights

Analyze your visitors' web behavior, interactions, and touchpoints within Salesforce. Highlight website events such as individual visit details, page views, goals, segments, email click-throughs, or create custom highlights. Utilize this information to assign lead scores, prioritizing leads and focusing on those more likely to convert.



View overall lead intelligence 

Send2CRM enables you to view the overall web behavior of all visitors in the dashboard. For example, it shows the number of recent unique visitors, number of recent visits, how many pages were viewed, and other vital statistics. By analyzing website behavior across all leads, you can identify patterns and trends and determine which channels and sales tactics are most effective.


View lead behavior

Personalize web content

Personalize web content from Salesforce

Use website behavior data to showcase your customers' individual needs and interests. Adjust your web content within Salesforce to match the buying stage of the visitors and other lead settings.

  • Deliver targeted web content (images, text, etc.)

  • Direct visitors to relevant or targeted landing pages

  • Personalize content throughout the sales process


return visit tracking

Use return visit tracking to identify renewed lead interest 

Send2CRM sends alerts when an important visitor returns to the website, enabling sales to re-engage at the optimum time and provide targeted support. Teams can better prepare for sales calls, as the Salesforce lead record shows their specific web behavior and form data captured by Send2CRM.

  • Indicates an ideal time to follow up

  • Captures renewed interest in a callback report

  • Tag and collect important returned visitors in a marketing campaign 


Create segments and campaigns

Create (email) campaigns based on visit frequency, recency, and behavior to engage high-interest visitors. Prioritize leads showing strong engagement for better conversion chances. Reach out promptly while their interest is high, and offer incentives that match their interests for maximum impact.

Salesforce segments and campaigns

Accelerating Business Growth

Send2CRM makes the behavior of each website visitor available to the team in Salesforce. This profoundly improves their ability to turn new leads into valued customers. Send2CRM also positively impacts the website in many ways:

  • Send2CRM can personalize the website content for each visitor based on their behavior to date. For example, a visitor who views health insurance on a site that sells many types of insurance indicates an interest in medical insurance. Knowing this enables Send2CRM to swap generic insurance content for health-related content, effectively making better use of the website

  • Send2CRM has dual-mode personalization so website content can also be controlled by the Salesforce team. Further, they can message known visitors. The message is inserted into an in-page section when the visitor returns to the website

  • Send2CRM can map existing web forms to any Salesforce object (usually a lead). Visitors who submit a form will have the form values and their current and historical website behavior posted to a new (or existing) Salesforce record

  • While interacting with a lead, the Salesforce team can monitor the lead's ongoing website activities, personalize as needed, and use the website as a new communication channel to deliver messages

  • Marketing campaigns can be created based on the target recipient's website activity. For example, visitors who viewed health insurance can be sent emails promoting medical insurance

Sales Overview

Send2CRM benefits marketers by improving and extending all aspects of the customer journey from the anonymous first-time visitor to a valued customer:

  • Increase lead registrations with improved website engagement through real-time personalization

  • Website form mapping to Salesforce leads

  • Increase sales by:

    • Exposing website visitor behavior in Salesforce

    • Enabling website personalization from Salesforce

    • Enabling the website to be used as a new messaging channel to communicate with leads and customer

    • Creating targeted outbound email campaigns based on web behavior

  • Improve effectiveness by:

    • Simplifying and automating lead qualification

    • Lead prioritization by lead scoring based on visitor behavior

Benefits for Marketing Teams

Send2CRM benefits the marketing team by increasing website engagement, improving lead management, and providing greater depth to marketing communications. Send2CRM helps turn anonymous website visitors into qualified leads and valued customers in Salesforce:

  • Track website behavior and personalize each visitor's experience by displaying relevant content, products, and services based on their interests and preferences
  • By analyzing visitor behavior, improve navigation pathways to enhance usability and visitor experience. Test different page versions to determine which performs best

  • Create or update Salesforce leads, contacts, etc. from any web form. Post website behavior to the Salesforce record to reveal the visitor's state of mind and purchasing readiness

  • Use website behavior to assign lead scores. This enables sales to prioritize leads and focus on those more likely to convert

  • Create personalized outreach campaigns based on visitor behavior with targeted messaging to meet recipient needs and interests
  • Capture outreach statistics in the recipient's Salesforce record e.g. by email click-throughs

  • Observe price reaction and visitor budget based on web behavior

  • No need for a new third-party system. This reduces the risk of potential security breaches, maintains a high level of data privacy, and saves on upfront and ongoing costs

Marketing Brief

• Enable website personalization from Salesforce

Increase lead registrations

Map web forms to Salesforce leads, contacts, etc.

Segment visitors based on website behavior

• Share segments to email automation systems

• Capture click-through behavior in Salesforce

• Simplify and automate lead qualification

Prioritize leads based on goals and visitor behavior

No third-party hosting is required

• High level of data privacy

We have several Send2CRM tiers available:

Send2CRM Advanced

Gain insights into browsing behavior, personalize website experiences, utilize advanced segmentation, and track returning visitors

Send2CRM Advanced Plus

Includes Advanced features +

Control websites from Salesforce and message returning visitors


Send2CRM Enterprise

Includes Advanced Plus +

Empowers large-scale websites (>50,000 daily visitors) 


See how Send2CRM works for your other teams:

CMS-CRM connector for Marketing teams


Send2CRM 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 technology


Send2CRM 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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