Salesforce

Trigger an Insites audit from any Salesforce record and the score, issues and recommendations sync straight back onto the contact or account.

Overview

Salesforce is the CRM your sales team already lives in, so Insites meets them there. Connect the two and any rep can audit a prospect's website straight from a record, then watch the findings appear right alongside the deal.

No exports, no copy-paste: the score, the issues worth fixing and the talking points all sync back automatically, so every call starts with something useful to say.

What you get with the Salesforce integration

Audit from the record - Kick off an Insites audit on a contact or account without leaving Salesforce.
Results sync back - The audit score, issues and recommendations land straight on the Salesforce record.
Leads flow in - Prospects you generate with Insites are created in Salesforce automatically.

Set up Salesforce

Salesforce integration
FAQ

How does the Salesforce integration work?

Once connected, any rep can trigger an Insites audit from a contact or account record. The audit score, the issues worth fixing, and the recommendations sync straight back onto the record - no exports or copy-paste.

Do leads I generate with Insites flow into Salesforce?

Yes. Prospects captured through an Insites lead-generation widget or audit are created in Salesforce automatically, so your team can work them without leaving the CRM.

What audit data appears on the record?

The overall score plus the category findings and plain-language recommendations, so every call starts with something concrete to say - no SEO expertise required.

Do my reps need to learn a new tool?

No. They stay in Salesforce. The audit runs from the record they're already looking at, and the results appear right alongside the deal.

How do I set it up?

The Salesforce connection is enabled in your Insites account settings. If you'd like help wiring it into your existing pipeline, talk to our team.

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Audit any contact from Zoho and push the results back to the record, keeping your whole team on the latest insight.

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