Salesforce Integration Key Benefits
DailyStory’s Salesforce integration connects your CRM data directly to your marketing automation — no middleware, no third-party connectors, no manual exports. Your Salesforce contact and lead data drives personalized email and SMS campaigns, dynamic segments, and automated workflows the moment it syncs.
Native Salesforce APIs
The integration uses Salesforce’s native APIs directly. No third-party requirements, no middleware — just a clean, direct connection between your Sales Cloud and DailyStory.
Simple setup, no customization needed
Follow our step-by-step setup guide and most customers are connected and running in minutes.
Push marketing qualified leads to Salesforce
Optionally move marketing qualified leads from DailyStory directly into Salesforce automatically — keeping your sales pipeline current without any manual work.
Standard and custom field support
Sync standard fields like contact name alongside custom fields and objects unique to your Salesforce Sales Cloud configuration.
Segments and automations from Salesforce data
Use your Salesforce data to build dynamic segments and trigger automations based on real CRM activity.
Read-only — your Salesforce data is never at risk
DailyStory reads from Salesforce but never writes back. No complex sync logic, no risk of overwriting records, no data management concerns.
Why DailyStory?
Most marketing platforms treat Salesforce as an afterthought — a one-way export you trigger manually. DailyStory treats it as a live data source. Your Salesforce contacts and leads flow directly into segments and automations, so your marketing stays synchronized with your sales pipeline without any manual intervention. Marketing and sales work from the same data, in real time.
Already using Salesforce Marketing Cloud or Pardot?
DailyStory is an affordable, full-featured Salesforce Marketing Cloud alternative and Pardot alternative that integrates directly with Salesforce Sales Cloud — at a fraction of the cost.
