Salesforce + Accoil
Sync product engagement data directly into Salesforce so your teams can prioritize the right accounts and take action where they already work.
Why this integration matters
Salesforce shows you who your leads and accounts are. Accoil shows you how they're actually using your product.
For B2B SaaS teams, having engagement data inside Salesforce means Sales, CS, and Marketing can make better decisions faster — without switching between tools.
- Identify Product Qualified Leads based on real usage
- Track engagement trends to reduce churn
- Run targeted campaigns based on activation and adoption
- Align teams around a single source of truth for account health
When engagement lives in Salesforce, your teams can act on what matters — not just what they can see.
What you can do with this integration
Sync engagement metrics to Salesforce
Push activation, adoption, and engagement scores directly into Salesforce as custom fields on leads and accounts.
Prioritize high-value leads
Sales can identify Product Qualified Leads based on real product usage, not just demographic data.
Track at-risk accounts
Customer Success can spot declining engagement and take proactive steps to prevent churn.
Trigger automated workflows
Use Salesforce automation to send emails, assign tasks, or update records based on product usage.
How it works
Accoil syncs user and account-level data — like engagement scores, activation status, and adoption metrics — into Salesforce as custom properties.
You choose which workspaces and data to sync, and whether to sync all attributes or just key segments.
Once synced, this data is available in Salesforce reports, workflows, campaigns, and dashboards.
Teams can use this engagement data for lead scoring, customer success tracking, and marketing automation without leaving Salesforce.
Who this is for
This integration is ideal for B2B SaaS companies that:
- Use Salesforce as their primary CRM
- Track product usage via Accoil (direct, Segment, PostHog, Amplitude, etc.)
- Want Sales and CS to act on real engagement signals
- Need full-funnel visibility from trial to expansion
Why Accoil is different
Built for B2B SaaS workflows
Engagement is calculated for users and accounts, not just individuals — ideal for multi-user SaaS.
Clear 0-100 scoring
Teams don't need to interpret raw event data — scores are ready to use.
Workflow-ready segments
Segments and scores integrate seamlessly with Salesforce automation.
No complex field mapping
Accoil handles the data transformation so teams get clean, actionable insights.
Ready to get started?
Connect Salesforce to Accoil and start syncing engagement data where your teams already work.