B2B SaaS - Predictive Lead Scoring & Routing
Scenario: A 200-person B2B SaaS company processes 4,000+ inbound leads per month across Insider, Salesforce, Marketo, Snowflake & Slack. Marketing captures behavioral signals in Insider but manually exports CSVs weekly to update Salesforce lead records, causing 5-7 day delays in sales follow-up and stale audience segments.
Solution: Put It Forward syncs Insider predictive purchase-likelihood scores and behavioral segments into Salesforce Lead & Contact objects in real time. When Insider flags a visitor with greater than 80% purchase probability, the integration auto-creates a Salesforce Task for the assigned rep and triggers a Slack notification. Salesforce opportunity stage changes flow back to Insider, suppressing converted leads from nurture journeys within 15 minutes. Result: lead response time drops from 5 days to 4 hours, and SQL conversion rate increases from 18% to 24% within 90 days.
eCommerce - Unified Customer 360 & Audience Activation
Scenario: A mid-market eCommerce brand with 500,000+ customer profiles uses Insider for on-site personalization, Salesforce Service Cloud for support cases, Shopify for transactions & Google Ads for retargeting. Customer purchase data in Salesforce is disconnected from Insider segments, resulting in irrelevant product recommendations and retargeting spend wasted on already-converted buyers.
Solution: Put It Forward creates a bidirectional sync between Insider CDP profiles and Salesforce Contact & Custom Objects. Purchase history, support ticket status & loyalty tier from Salesforce flow into Insider every 15 minutes, enriching predictive segments. Insider churn-risk scores write back to Salesforce, triggering automated retention workflows. Suppression lists update Google Ads audiences via Insider within 30 minutes of a Salesforce Closed Won event. Result: retargeting waste drops 27%, repeat purchase rate increases 19%, and campaign ROAS improves 38% within 60 days.
Financial Services - Compliant Cross-Channel Nurture
Scenario: A financial services firm managing 10,000+ prospects per quarter relies on Salesforce for opportunity tracking, Insider for cross-channel engagement (email, SMS, web push), Microsoft Dynamics for back-office processing & Tableau for executive dashboards. Compliance requires full audit trails on every customer communication, but manual handoffs between Insider campaigns and Salesforce lead stages create 2-3 week gaps and audit blind spots.
Solution: Put It Forward orchestrates a governed, bidirectional flow: Salesforce Lead status changes (e.g., MQL to SQL) instantly enroll or suppress contacts in Insider Architect journeys. Every Insider engagement event (email open, SMS click, web push interaction) writes back to Salesforce Activity History with timestamps and content IDs for compliance. Role-based access controls ensure only authorized fields sync between systems. Result: nurture-to-opportunity cycle compresses from 21 days to 8 days, compliance audit preparation time drops 67%, and pipeline velocity increases 41% within one quarter.
Triggers, actions & objects that move data between Insider CDP & Salesforce CRM in real time
- Trigger: New or updated Insider predictive segment - automatically sync matching users to Salesforce Lead, Contact or Custom Object lists with mapped field values
- Action: Salesforce Lead conversion event - instantly update Insider profile attributes, suppress nurture journeys & activate post-sale onboarding sequences
- Trigger: Salesforce Opportunity stage change (e.g., Proposal Sent, Closed Won) - push status back to Insider to adjust cross-channel messaging & suppression in under 15 minutes
- Action: Insider engagement threshold reached (e.g., 3+ email clicks in 7 days) - auto-create Salesforce Task for rep follow-up with engagement summary attached
- Sync: Bidirectional custom field mapping between Insider user attributes & Salesforce standard/custom objects - including loyalty tier, lifetime value, churn risk score & product interest tags
The Only Option Built for Governed, Multi‑System Integrations
| Capability | Put It Forward | Code/Middleware | RPA | Vendor Connector | Bulk File Transfer |
|---|---|---|---|---|---|
|
Architecture & Scale |
|
|
|
|
|
|
No Code Solution |
|
No |
|
|
No |
|
Bi-Directional Integrations |
|
|
NA |
Limited |
NA |
|
Data Transformations (with validation) |
|
|
No |
No/Fixed Mapping |
Limited |
|
Data Persistence / State Management |
|
No |
No |
No |
N/A |
|
API Gateway Compatible |
|
Build/3rd Party |
No |
No |
No |
|
Service Integration |
|
Yes, Build |
No |
No |
N/A |
|
Secure On-Premise Integration |
|
Requires Special Config/No |
No |
No |
No |
|
Intelligence & Automation |
|
|
|
|
|
|
Custom Business Rules |
|
Limited |
Limited to scripts |
No |
No |
|
Process Automation & Orchestration |
|
Limited |
|
Not focused |
No |
|
Process Mining |
|
No |
No |
No |
No |
|
AI Agents (Integrated) |
|
|
|
No |
No |
|
Governance & Operations |
|
|
|
|
|
|
Integrated Data Governance |
|
No, 3rd Party |
Not Focused |
Not Focused |
No |
|
Error Capture and Correction |
|
Limited, Build |
No, Scripted |
No |
Not Focused |
|
Integration Reporting, Analytics and Alerts |
|
Limited |
N/A |
Limited |
No |
|
Audit Reporting and Analytics |
|
No, Limited |
No |
No |
Limited |
|
Full API Access and Support |
|
|
No, Limited |
No |
N/A |
|
Implementation support |
|
Self Funded/SoW |
Self Funded/SoW |
Self Funded/SoW |
Self Directed |
|
Partner API Roadmap Alignment |
|
No |
No |
No/Lagging |
NA |
Yes, Native
We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.
Accelerate time-to-value and reduce risk with a proven integration plan.
Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.
- Most clients see improved integration automation performance within 48 hours
- Zero disruption guarantee - No downtime to existing systems, pipelines or data loads
Implementation timeframes depend on scope and complexity:
- Hour 1-2: Configure connection source and destination
- Hour 2-36: Business rule configuration and validation
- Hour 36-48: Full deployment
Put It Forward Insider to Salesforce Integration and Automation Resources
Guide to Agentic Workflows
This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.
Process Automation vs. Orchestration
With increasing workloads across the organization, this discussion walks you through the right time to use process automation or an orchestration solution for integration.
Real-Time Integration Best Practices
Integration Designer users will learn practical best practices to automate, scale, and secure real-time data integration and automation for instant, unified insights and agile business operations.
Revenue, Operations and IT Playbook
Discover practical strategies and real-world benefits of intelligent automation to streamline IT operations, integrate data, and drive business transformation.
Buyer Guide For Intelligent Automation
Get expert guidance on evaluating, selecting, and deploying intelligent automation solutions to maximize IT transformation, efficiency, and business impact.
How PIF's Architecture Works
Step through the architecture of Put It Forward; by the end of this video, you'll understand the platform, its components, and how it makes a difference in the enterprise.