Emma for Salesforce gives your team more context for the emails you send and the conversations you have beyond the inbox. See how richer data can help your organization deliver more personalized communication that inspires engagement.
Two-Way Connection
Emma for Salesforce is a native app developed by Beaufort 12 that’s installed in your Salesforce org. Automatically sync data from any Salesforce object to Emma on a schedule, and bring Emma audience details and email engagement back into Salesforce.
Salesforce → Emma
See email activity in Salesforce dashboards and reports alongside the other details your organization tracks.
The two-way connection means that a team member who references Salesforce to plan their outreach or prepare for a follow-up conversation can see exactly which emails you sent and whether the contact opened or clicked.
Give each team room to reach their audience. If different departments, chapters, or teams manage their own email marketing and communications, each can use the Salesforce details relevant to its audience while working in its own Emma subaccount.
Words of affirmation
Built for your ecosystem
Using a CRM besides Salesforce? See what other systems you can connect with the Emma Integration Platform to make the most of your marketing.
Yes. You choose the Salesforce records and fields relevant to your email program and map the details you need to Emma. If you track application status, attendance, or membership in Salesforce, for example, that information can help you build segments and personalize emails.
You can schedule recurring imports for the records and fields you’ve selected. New audience members and updates to mapped fields can then reach Emma on that schedule.
Your team can see Emma subscriber details and mailing history alongside a contact or lead’s other information when you sync email activity to Salesforce, but your existing data stays unchanged unless you choose to enable updates during setup.