Salesforce

Connect PostDog with Salesforce

Sync leads, automate outreach, and track campaign ROI across Salesforce and WhatsApp in one unified platform.

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Why connect Salesforce with PostDog?

Complete Lead View

See every WhatsApp conversation alongside Salesforce lead data. Your sales team gets the full picture without switching tools.

Pipeline Acceleration

Reach prospects on WhatsApp where response rates are 3x higher than email. Move deals through your pipeline faster.

Measurable ROI

Track WhatsApp campaign performance directly in Salesforce reports and dashboards. Know exactly what drives revenue.

Key Capabilities

Lead Sync
Two-way

Automatically sync leads and contacts between Salesforce and PostDog. New WhatsApp conversations create leads; CRM updates reflect instantly.

Opportunity Triggers
Sales

Trigger WhatsApp messages based on opportunity stage changes. Send proposals, follow-up reminders, and win notifications automatically.

Campaign ROI Tracking
Analytics

Attribute revenue to WhatsApp campaigns in Salesforce. Build custom reports showing campaign performance, conversion rates, and cost per acquisition.

Custom Object Mapping
Flexible

Map PostDog data to any Salesforce object, including custom objects. Define field mappings, sync direction, and conflict resolution rules.

Set up in 3 steps

1
Authenticate Salesforce

Connect your Salesforce org using OAuth. PostDog supports both Production and Sandbox environments for safe testing.

2
Configure object mappings

Map Salesforce leads, contacts, and custom objects to PostDog fields. Set up sync rules, filters, and deduplication logic.

3
Enable automations

Set up triggers for opportunity changes, lead assignments, and campaign events. Start engaging leads on WhatsApp from Salesforce.

Ready to connect Salesforce?

Set up in minutes, no coding required.

Get Started Free