Sales
Salesforce CRM Integration

Two CRMs, one source of truth.

Two CRMs, one source of truth.

Install, map fields, and set bi-directional sync in minutes. Marketing sees revenue; sales sees engagement—no spreadsheets, no manual imports.

A split screen showing two CRM dashboards side-by-side, with connecting lines illustrating bi-directional data flow between sales and marketing metrics.
Sales
Salesforce CRM Integration

Two CRMs, one source of truth.

Two CRMs, one source of truth.

Install, map fields, and set bi-directional sync in minutes. Marketing sees revenue; sales sees engagement—no spreadsheets, no manual imports.

Sales
Salesforce CRM Integration

Two CRMs, one source of truth.

Two CRMs, one source of truth.

Install, map fields, and set bi-directional sync in minutes. Marketing sees revenue; sales sees engagement—no spreadsheets, no manual imports.
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Set up quickly and safely.

Short question goes here

Guided steps and a maintained package keep the connection stable as data models evolve. Choose sync direction per field and object with confidence.

Share context both ways

Short question goes here
  • Sync standard objects plus key activities and lists.
  • Send lead score and web activity to Salesforce automatically.
  • Bring opportunity outcomes back to marketing for ROI.
A split screen showing Salesforce and Hoop dashboards, with synced customer data flowing between them, highlighting seamless integration.

Close the loop

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Revenue attribution

Tie campaigns to closed-won with synced amounts and stages.

Personalization

Use Salesforce fields to segment and tailor outreach in Hoop.

List sharing

Build audiences once; activate across both systems.

A dashboard showing campaign performance tied to closed-won deals, with personalization fields and shared audience lists.

Go beyond standard objects

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Sync tickets and custom objects for advanced workflows. Control inclusion, conflict handling, and field-level rules so only the right data flows.

A UI mockup showing a flexible dashboard or form builder, customizing fields and data flow beyond standard objects.

Operate with governance

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  • Field mappings with directionality and fallback logic.
  • Duplicate prevention with matching rules.
  • Change logs for audit and troubleshooting.
A dashboard showing field mappings, duplicate prevention rules, and an audit log for easy troubleshooting and governance.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

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