Salesforce integration with Totango

Sync data attributes directly into Odie accounts

Connect data from corresponding records in your CRM to Odie fields so you can see interaction history from sales and marketing teammates. Write back to Salesforce from Odie in real-time, so your sales team doesn’t miss important notifications. Sync custom objects so you can customize Salesforce and Odie to report and action on what matters to your business. 

‍

Create customer dashboards and view customer health

Analyze your Salesforce data in combination with other data from support sites, ticketing systems, or your data warehouse.Get real-time visibility into customer health so you can take action at the right time with the right messages to either secure or expand your customer relationship.

‍