Personalized Onboarding at Scale
Tailor onboarding experiences in Jimo using live Salesforce data from Contacts, Leads, Accounts, or Opportunities—helping you guide each user based on their unique journey and status.
Always-Up-to-Date Segmentation
Jimo automatically syncs with Salesforce in near real time, ensuring your targeting and content are based on the most accurate and current user information.
Connect Your Salesforce Account:
• Navigate to your Jimo Integrations settings page.
• Locate the Salesforce integration and click Connect.
Map Your Salesforce Data:
• Authenticate your Salesforce account.
• Select how Jimo should match users (by email or a custom ID).
• Choose and map the Salesforce fields you want to sync (Contacts, Leads, Accounts, Opportunities).
Run Your First Sync:
• Jimo will automatically import the selected fields for existing users.
• Synced data will be marked with a Salesforce icon in user profiles for easy tracking.
Once connected, you can use Salesforce properties to segment users and deliver personalized experiences across the Jimo platform.
