Empower sales and support agents with web interaction capabilities to dramatically improve customer engagement. Energize conversations by presenting targeted web content and relevant messaging. Use Send2CRM to create contextually-aware conversations to improve conversion rates.

Website Administrators

  • Map and connect any new or existing web form to submit directly to Salesforce
  • Capture web behavior in Salesforce
  • Implement dual-mode personalization. Enable client-side auto-personalization and/or control personalization from the visitor's Salesforce record
  • Very simple setup (similar to Google Analytics)

Unknown Website Visitors

  • Enjoy an improved experience with client-side auto-personalization
  • Highly reactive web performance
  • Web content that better addresses their needs
  • Web form submissions are in real-time so responses are faster

Known Website Visitors

  • Enjoy an improved experience with personalization controlled form their Salesforce record
  • See personalized messages and reminders from their Salesforce agent
  • Be quickly directed to any web page by Salesforce agents
  • Upload or download specific documents under the direction of a Salesforce agent

Salesforce Agents

  • Review new and updated Salesforce records created by web forms
  • View visitor web behavior in their Salesforce record
  • Share the website behavior with platforms like Salesforce Marketing Cloud and Pardot
  • Convert leads during sales calls (and link the website behavior to their record)
  • Set a flag to receive a notification if a visitor returns to the website
  • Create and display reminders in a visitor's browser

Learn More

Learn how to capture visitor details, map web forms to Salesforce leads or contacts, push website behavior to the Salesforce record, upload documents to a Salesforce record, change web content from Salesforce, dual-mode personalization, identify when a visitor returns and alert a Salesforce agent, send messages to the website from Salesforce. Learn more about how Send2CRM works.

Interested in knowing more? Tell us about your challenges and find out how we can help. 

Contact Us Now


Book an online demo now
  • Obligation free - no pressure!
  • At a time that works for you
  • One hour but can be shorter
  • At any technical level
  • All questions answered
  • Your video application or ours
  • Access to an integration trial

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