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What can you do with the Exclaimer Salesforce integration?
Our Salesforce integration synchronizes your CRM data with Exclaimer’s email signature rules, ensuring your team gets the most out of the data and lists you already rely on.This provides Marketing teams with the tools to deliver timely, precise and personalized content or CTAs, while IT retains centralized control over security and brand governance.
Scalable personalization - Shift from static directory-based rules to dynamic targeting built with the data you already use. Exclaimer matches outbound emails against your Salesforce lists to automatically display different email signatures based upon fields like region, industry, or lifecycle stage - ensuring recipients always see email signatures with relevant messaging.
Automated data synchronization - Exclaimer automatically pulls your Salesforce Contact, Account, and Opportunity lists every 24 hours, ensuring your signature rules always reflect your latest CRM data without the need for manual updates.
Launch intelligent campaigns - Combine our Salesforce integration with Exclaimer Campaigns to deliver timely banners and promotions.
How it works
Navigate to the Integrations section within Exclaimer and select 'Connect to Salesforce' to authenticate using your admin credentials.
Exclaimer pulls your Salesforce Contact, Account, and Opportunity lists every 24 hours.
When setting up a signature, go to the ‘Recipients’ section to choose from your synced Salesforce lists.
Once deployed, signatures are automatically applied to your selected audience, ensuring the right people receive the right messaging.
Deploy attribute-based signatures automatically
Connect Exclaimer to Salesforce to enable targeted email signatures based on recipient attributes like account owner, region, or deal stage.
Frequently asked questions
Salesforce lists are synchronized with Exclaimer once every 24 hours at approximately 3am local time.
While it works fully with Server-Side deployment, it cannot be used for Client-Side deployment on Google subscriptions.
Yes. Exclaimer maintains a 100/100 SecurityScorecard and is the only provider with SOC 2 Type II accreditation and compliance with ISO 27001 and ISO 27018. Exclaimer uses robust encryption standards to protect all Salesforce data both at rest and during transit.
Yes, you can synchronize and target based on Contact, Account, and Opportunity lists pulled directly from Salesforce.