How to integrate your Salesforce CRM with Regie.ai

Unify your Salesforce CRM and Regie.ai Workspace in just a few clicks.

With Salesforce CRM Integration enabled, Regie.ai will tap into your Salesforce data and quickly build your target personas, making persona-driven campaign creation and instant personalization a breeze.

Additionally, Salesforce data from your CRM can be leveraged by Regie.ai to generate hyper-personalized messaging for maximum relevancy with your prospects.

Follow the instructions below on how to download and install the Regie.ai Salesforce Package from the AppExchange.

IMPORTANT NOTE
To integrate your Salesforce CRM with your RegieOne Workspace, you must have Regie.ai admin login credentials AND hold a Salesforce license that enables you to see and access client data.

Specifically, the following data must be viewable and accessible to you in Salesforce:
- Accounts
- Activities
- Contacts
- Leads

How to integrate your Salesforce CRM with Regie.ai

Here are the steps you need to take in order to integrate your Salesforce CRM with Regie.ai.

Step #1

Download and install the Regie.ai Salesforce Package from the AppExchange.

Have any questions or need extra guidance on this step? Please connect with the Regie.ai team and we'll be happy to help!

Step #2

Once the package is installed, log in to the Regie.ai platform using your admin credentials.

Click your initials in the upper right-hand corner of the screen and select Workspace Settings from the menu options.

Step #3

Select the Integrations tab and scroll down to the CRM section.

Step #4

Locate the Salesforce tile and click Connect to begin the Salesforce integration.

Step #4

Follow the on-screen prompts to complete the integration.

Once that's done, you're all set!