Trigger digital experiences from Salesforce

Leverage your CRM data to trigger personalized experiences. Drive customer action at the moment of intent.

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Connect your CRM to your customer

What you can do with Airkit + Salesforce

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Trigger a personalized digital experience

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Flow real‑time customer updates

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Engage customers into action

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Measure customer engagement

Trigger a personalized digital experience based on Salesforce events and field updates.

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Flow real-time customer updates and provide audit trail back to Salesforce.

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Extend Salesforce to engage customers into action across any channel.

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Measure customer engagement within Salesforce reports or use Airkit’s user engagement reporting.

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Real-world examples

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Canada’s most popular food delivery app automated its restaurant onboarding to meet unprecedented demand during the pandemic.

Skip built an onboarding app that connected its restaurant partners’ onboarding information to its own Salesforce instance. This allows Skip’s sales team to keep track of where restaurants are in their onboarding and follow up as needed.

Read the case study
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Bench Accounting, America’s largest professional booking service for small businesses, digitized a sign-up flow for lead acquisition.

Data was sent to Marketo and Salesforce. Heap was used to analyze customer behavior along the sign‑up flow. With Heap’s customer intelligence, Bench quickly iterated on optimizing its sign-up flow which lead to higher conversion rates.

Watch how Bench built data-driven CX
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A Fortune 500 Property & Casualty Insurance Carrier used Airkit to 2x connect rates between ready-to-purchase leads and sales reps.

Digital self‑service scheduling was integrated with Bindable and Salesforce. By using Airkit to digitize its sales process, the carrier was able to double its sales conversion rates.

More on Airkit solutions for insurance
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