Skip to main content Skip to footer

Send2CRM for Sales

Send2CRM captures web intelligence and makes it available to sales teams. Sales use this up-to-the-minute intelligence to better understand their prospects, which increases lead conversions. Teams can drive website personalization from Salesforce and leave personalized messages on the website for returning visitors.

Send2CRM sends website form submissions to Salesforce with the visitor's behavior. This intelligence lets sales understand the visitor's state of mind prior to making contact. When teams learn more, they can personalize the visitor's website experience from Salesforce throughout the selling journey.

Sales Brief

• Provide up-to-the-minute sales intelligence

• Accelerate lead qualification

• Rapidly prioritize leads

Personalize web content based on web behavior

Personalize the website as a sale progresses

• Tag specific website behavior to identify key activity

Create messages in Salesforce for returning visitors

Track returning visitors and alert a team member

• Base follow-up timing on renewed interest

Automate processes using Salesforce workflow

A New Way to Sell

Send2CRM is a new way to talk to customers. Unknown website visitors can be quickly converted to trusted customers in Salesforce. Send2CRM supports the following sequence:

  • A visitor browses your website and submits a web form

  • A lead appears in Salesforce, with the visitor's browsing behavior

  • Salesforce agent uses the behavior to qualify and understand the lead's frame of mind 

  • The agent makes a sales call and mentions a message will be left on the website 

  • In the Salesforce lead record, the agent creates a call summary and personal comment, selects a website landing page, and sets a visit notification flag

  • Lead returns to the website at a convenient time and is auto-directed to the landing page. The call summary and personal message are visible on the page

  • The agent is alerted in real-time and knows this is a perfect time for a follow-up call

Sales Overview

  • Up-to-the-minute intelligence on the lead's historical interest, current state of mind, product knowledge, budget, and more
  • Notification when a lead returns to the website - and are available to discuss your product (plus what they looked at)

  • Directed engagement by landing visitors to a relevant landing page 

  • Personalized engagement by delivering targeted web content and messaging throughout the sales cycle 

  • Deeper engagement using web channel communications (another touch point) 

  • Wow factor by delivering dynamic content during sales calls - link to shared calendars, route maps, upsell, and cross-sell products

  • Connect Salesforce to all your websites

Benefits for Sales Teams

Send2CRM benefits the entire sales team by automating and optimizing the sales process:

  • The website behavior provides insights into a lead’s state of mind:

    • Level of engagement and readiness to purchase

    • Level of knowledge

    • Possible budget

    • Fringe interests

    • Up-sell or cross-sell opportunities

    • What the lead did not see

    • Language and culture

    • Preferences and pain points

  • Lead scores can be assigned to prioritize the sales effort
  • Regular outreach email campaigns can be personalized based on web behavior

  • Return visit tracking lets teams identify renewed interest and the best time to follow up
  • Based on website behavior, a visitor's suitability for a product can be determined

  • Salesforce workflow can automate lead categorization to reduce processing times

  • Flag specific website behavior to identify competitors, acquisition targets, potential partners, etc.

  • Reveal a visitor's interest in a particular product feature or benefit

  • Leads who spend excess time on a page suggest hesitancy which may justify a sales call

  • By analyzing website behavior across all leads, teams can identify patterns and trends and determine which marketing channels and tactics are most effective


See how Send2CRM works for your other teams:


Send2CRM provides granular website behavior data that enables marketers to better understand their audience. Marketers can use the behavior to personalize website content so it better aligns with their customers' interests, resulting in more engagement and conversions.
Learn more ...


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 ...

Connect any CMS tool to Salesforce

Send2CRM connects any CMS tool to Salesforce can drive multiple websites across an entire organization from a single user interface in Salesforce.









Website integration with dual-mode personalization

The ultimate way to support your sales team.

How we use cookies


This website uses cookies to ensure you get the best experience on our website. Learn more