The Visme integration with Salesforce allows sales teams to generate captivating on-brand decks and sales assets that wow clients and win new business. Users can connect their Visme designs to Salesforce objects like leads, opportunities, and contacts and access them with a single click. Keep an eye on project data in real time right inside Salesforce with valuable insights like how many views you’re getting, who’s watching, activity rates, and how much time people are spending on each slide.

For more advanced use cases, the integration allows you to instantly populate your Visme designs with Salesforce data using Dynamic Fields. These fields auto-populate personalized data in your projects based on Salesforce records, so you don’t have to manually copy and paste data between tools.

With our Salesforce AppExchange integration, sales, marketing, client services, and customer success, teams can easily create and manage polished visual content such as presentations, reports, and proposals within Salesforce. No more back-and-forth emails and Slack messages—now, teams of all sizes can collaborate with each other across multiple projects and share feedback on a unified dashboard.
Say goodbye to switching between tools—everything you need is accessible right from your CRM.

What you need:

1. A Visme Enterprise account with projects that you want to link to Salesforce.
2. A Salesforce account with permission to view and edit leads, opportunities, or contacts.
3. Administrator access to enable the Visme App in Salesforce.

How to set up the integration:

1. Request Salesforce Integration: Contact your Visme account manager to request the Salesforce integration. Your manager will assist with the setup on the Visme side.
2. Confirm Integration: Once your manager has configured the integration, you’ll receive confirmation and instructions to proceed with linking projects.
3. Link Your Projects: Select the Visme project you want to connect and link it to the corresponding Salesforce deal or lead.
4. Track Performance: View real-time statistics like views and engagement directly within Salesforce.
5. Leverage Dynamic Fields: For advanced versions, set up dynamic fields to personalize your content based on Salesforce lead or deal data.

Empower your sales and marketing teams with the ability to create captivating, branded sales materials and leverage robust analytics directly within Salesforce! This integration will help improve your team’s collaboration, streamline workflows, and give you helpful insights for smart decision-making right where you manage your leads and opportunities.