We are thrilled to announce the integration of Avenue, a data observability platform, with Salesforce - the world's leading customer relationship management (CRM) system. Create Salesforce Objects, such as Tasks and Opportunities, directly from your underlying business data using Avenue monitors. Unlock new levels of efficiency, cut down on manual tasks, and propel your business towards success with Avenue’s Salesforce integration.

Why connect Avenue with Salesforce?

Companies collect a lot of data on their users (in data warehouses and non-SQL tools like Gsheets/Airtable). They have information about each customer including product engagement, payments, demographics, etc. Using this array of information, companies can send information back to Salesforce based on certain triggers in Avenue to create Objects. With real-time visibility into key sales and customer metrics, teams can proactively identify opportunities for growth, facilitate informed decision-making processes, and drive improved business outcomes.

Examples of how to use Avenue’s Salesforce integration

Detect Churn Risk: Create monitors that notify your customer success team via a Salesforce Task when a high-value account exhibits signs of disengagement or has not been contacted for a certain period of time. This proactive approach ensures timely intervention, fostering stronger customer relationships and reducing churn.

Streamline Lead Generation: Receive instant alerts in Avenue whenever new high-value leads enter your data warehouse. With our Salesforce integration, these leads can be automatically created as new objects within your Salesforce account. This eliminates manual processes, ensuring no lead is left untouched while maximizing productivity across teams.

Sales Pipeline Management: Stay on top of critical pipeline events by setting up tailored alerts based on specific criteria defined in your SQL queries within Avenue. When triggers are met, these events can automatically create corresponding objects in Salesforce, such as opportunities or tasks. This means your sales team can swiftly act on important developments, ensuring no opportunity is missed and customer interactions are timely and effective.

Payment Recovery: Your revops team relies on timely payment data to ensure smooth transactions. With Avenue's Salesforce integration, your revops monitor can keep an eagle eye on payment information. When a customer misses a payment, the monitor triggers the creation of a Salesforce Task. This alert prompts your support team to step in, reach out to the customer, and resolve the payment issue promptly.

Opportunity Creation: Your sales team monitors industry news. When a potential business opportunity surfaces (via RestAPI), the monitor triggers the creation of a Salesforce Opportunity.

Endless Possibilities with Avenue and Salesforce

The integration between Avenue and Salesforce opens up endless possibilities for enhanced data observability within your organization. From optimizing sales performance to driving customer success initiatives and measuring marketing campaign effectiveness - leveraging both platforms empowers you with actionable insights that can drive growth and streamline operations.

FAQ

What are we announcing today?

You can now add Salesforce as a data destination (subscriber) in Avenue, which means you can create objects in Salesforce based off Avenue signals.

What features are supported by this new integration?

You’ll be able to configure Monitors to create objects (ie. Tasks, Opportunities, Contacts) in Salesforce. For a list of all objects available see here.

How do I connect Salesforce to Avenue?

Navigate to “Settings” tab, under Integrations select Salesforce. See our documentation for detailed instructions.