Send2CRM

by FuseITSalesforcePaid

Connects a website CMS with Salesforce to capture forms, track visitor behavior, and manage lead workflows.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Send2CRM — screenshot from the Salesforce AppExchange listing

What it does

Send2CRM connects website content management systems with Salesforce and sends web form submissions from multiple sites to new or existing Salesforce records. It records individual visitor behavior in Salesforce and supports lead scoring, qualification, prioritization, and assignment through Salesforce workflow. The add-in can adjust website content based on browsing behavior, notify users when selected visitors return, and support behavior-based segments and campaigns. Salesforce messaging can capture visitor conversations and synchronize them with Salesforce records.

Key capabilities

from the Salesforce AppExchange listing

CMS-Salesforce connection

Connects Salesforce with websites using content management systems and other website technologies.

Web form capture

Collects submissions from multiple websites and sends them to new or existing Salesforce records.

Visitor behavior tracking

Records individual website visitor behavior and displays it in Salesforce records.

Lead workflow automation

Uses Salesforce workflow to score, qualify, prioritize, and assign leads based on page visits or other website behavior.

Content personalization

Dynamically adjusts web content based on browsing information.

Salesforce messaging

Captures conversations with website visitors and synchronizes them with Salesforce records.

Use cases

  • Web form submissions from several websites can be consolidated into one Salesforce instance.
  • Users can receive notifications when key visitors return to a website and use visitor activity during follow-up.

Who it's for

Sales and Marketing teams.

How it compares

Leadfeeder focuses on identifying website visitors, interpreting buying intent, and using company and contact data for prospecting, while Send2CRM also handles web forms, Salesforce records, website content, and visitor messaging. Lead Forensics focuses on website visitor identification, whereas Send2CRM includes Salesforce workflow automation and behavior-based content and campaign functions. ProspectFinder sends website visitor company information into Salesforce with filtering, while Send2CRM also captures forms, visitor behavior, messaging, and web content changes. WOW Analytics provides a real-time data feed and lead scoring with a company database, while Send2CRM connects those activities with website forms and Salesforce records.

NamePricingDeploymentUpdated
Send2CRMthis pluginPaidCloud
LeadfeederPaidCloud
Lead Forensics: #1 in B2B Website Visitor IdentificationPaidCloud
ProspectFinder 2.0PaidCloud

In the catalog

1,106 plugins in Salesforce Platform · Sales

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Send2CRM is the ultimate sales accelerator. It seamlessly integrates your website's content management system (CMS) with Salesforce CRM, empowering Sales and Marketing teams to capture leads, leverage invaluable prospect insights, streamline sales processes, and craft personalized journeys, all within Salesforce! …»

Official marketplace listing

Publisher
FuseIT
Updated on marketplace
Facts verified