Overview

Quotient integrates comprehensively with Salesforce CRM through bi-directional data synchronization, enabling you to leverage your complete customer database for sophisticated marketing campaigns. The integration automatically syncs contacts, accounts, and opportunities while providing advanced segmentation capabilities based on company revenue, deal stages, and custom field data. New leads generated through Quotient campaigns are automatically routed to Salesforce with configurable field mapping, while our Flow automation system enables dynamic lead qualification and nurturing sequences that bridge your marketing and sales operations.

Features

• Bi-directional sync of contacts, accounts, and opportunities
• Import your entire Salesforce database into Quotient audiences
• Advanced segmentation using company revenue, deal stage, and custom fields
• Automatic lead routing from Quotient campaigns to Salesforce
• Dynamic field mapping with real-time updates
• Flow-based automation for lead qualification and nurturing
• Campaign attribution tracking tied to Salesforce opportunities