Business data integration

Salesforce + Common Room

See Salesforce fields, leads, contacts, opportunities, and accounts alongside digital interaction data in both Common Room and Salesforce.

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By connecting Salesforce, you can combine intelligent community insights with customer data to expand your pipeline, accelerate deals, and grow your business.

In addition to bringing customer data like lead status and lifecycle stage into your Room, our integration with Salesforce also allows you to export data directly to your CRM. This means that your sellers can easily see which leads are already engaged in your community, their impact, and whether or not they are community-qualified leads.

Using Common Room

Once your CRM is connected, you can use Common Room to see a holistic view of the end-to-end user journey.

  • Get a 360-degree view of your pipeline: By connecting community and customer data, you can use actionable insights to increase velocity, forecast accuracy, and sales efficiency.
  • Measure community impact on your business: With Common Room’s pre-built and fully-customizable reports, you can measure the impact of your community on your business to inform investments.
  • Send community-qualified leads to your sales teams: Using the fully-customizable community-qualified tag, you signal qualified leads in your community and push them to Salesforce for your sales reps.

About Salesforce

Salesforce is a leading CRM platform designed to help businesses find more prospects, close more deals, and provide customers with amazing service. Its suite of products unites sales, service, marketing, commerce, and IT teams with a single, shared view of customer information.

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