Salesforce integration
By connecting Private Panels to your Salesforce account, you can sync customer and panelist data across both platforms. So, if you manage certain items in Salesforce, they can automatically be updated as panel properties in Private Panels. Or, if the reverse is true, you can sync data back to Salesforce for your team to reference.
This is particularly useful if one team uses Private Panels and another team uses Salesforce but both teams have overlapping data needs.
Use cases
With the Salesforce integration, you can:
Sync customer data managed in Salesforce with panel properties in Private Panels for easy searching, filtering, and sorting.
Sync panelist data captured and stored in Private Panels with contact lists in Salesforce to influence customer outreach cadence or similar initiatives.
Resources
To learn more about the Salesforce integration, see the following resources: