Give your go-to-market teams the data they need and your customers the experiences they crave. EverAfter’s powerful, bi-directional integration with Salesforce helps you accelerate every stage of the customer journey—from onboarding to renewal and beyond. By uniting your CRM’s rich data with EverAfter’s customer interface platform, you’ll deliver real-time insights, automate key processes, and keep every interaction personalized and on-point. Whether you’re sharing progress updates, managing complex projects, or gathering actionable customer feedback, EverAfter lets you do it all—without leaving Salesforce behind.
Ready to delight your customers with tailor-made experiences that scale? Embrace the integration that transforms static data into dynamic, contextual, high-touch engagements that drive real results.
EverAfter is a Salesforce partner, offering a seamless integration that streamlines customer interactions by surfacing relevant data, automating logic, and collecting insights—all within a bi-directional sync. EverAfter’s integration with Salesforce is designed to streamline customer interactions by surfacing relevant data, automating logic, and collecting insights—all within a seamless, bi-directional sync. This powerful integration allows businesses to enhance customer experiences while maintaining full control over their Salesforce data and workflows.
EverAfter connects to the following Salesforce entities:
Accounts – Sync company-level details to personalize customer interactions. Create experiences based on type, stage, language or any other segmentation. It’s never a one-size-fits-all program - the ability to control the timeline, tasks, resources, and other components based on data from the account is critical to creating converting, highly engaging programs.
Contacts – Manage individual customer records and interactions. Allow customers to update their details and keep relationship information up to date.
Opportunities – Align EverAfter experiences with deal progress.
Custom Objects & Fields – Support unique business requirements with custom objects and custom data fields. From onboarding and project objects, to custom fields to collect customer goals, priorities and progress, connect those objects and fields to EverAfter to allow automated personalization of the experience and seamless data collection.
You have full control over which accounts and objects are synced. You can:
Yes. You can configure specific fields in EverAfter to push data back into Salesforce, ensuring a continuous flow of customer insights. EverAfter will use Salesforce validation to make sure the data restrictions apply.
By mapping contacts to EverAfter, EverAfter enables you to sync only contacts that should be given access. Moreover, you can create different personas and set visibility and access to specific areas only for specific personas.
Yes. EverAfter’s integration with Salesforce is highly configurable, allowing you to tailor it to your business processes and customer needs.
As EverAfter doesn’t store most of the data from Salesforce, the sync and updates are live.
Once a day, we sync the contacts from the CRM to enable both meeting matching and end-user access management
Once an hour, we sync the account name and domain from CRM to enable meeting matching and end-user management.
On every visit to the accounts manage page, we fetch the updated list of accounts with their field values from CRM.
On every visit to a specific account page, we fetch the account data to calculate the relevant rules and show the relevant fields.
The EverAfter-Salesforce integration enhances customer engagement by providing a real-time, dynamic, and secure connection between your CRM and customer interactions. With deep customization, bi-directional sync, and automation capabilities, this integration is a powerful tool for any Salesforce-driven organization.