Mainstay’s Salesforce integration makes it easy to sync student or employee conversations and data, so you can personalize your outreach.
Integrate Salesforce with Mainstay to:
- Understand and track student or employee engagement
- Tailor your communications with Mainstay’s custom segments
- Leverage Mainstay’s knowledge bases to respond in real time
- View individual behavior through their Salesforce records
Technical features include:
- Automatically and bi-directionally sync data between Salesforce and Mainstay
- Map custom data from Salesforce to Mainstay
- Execute one-time import and export commands
- Analyze Mainstay conversation data in Salesforce
- Capture robust error logging
- Filter and segment contacts in Mainstay based on Salesforce’s custom-field data
