A customer relationship management solution that brings companies and customers together. Personalize by live Salesforce CRM state and write conversions back to the contact timeline automatically.
Sync Salesforce contacts, leads, and lifecycle stage to personalize by CRM data; write conversions back.
Bidirectional sync with Sales & Service Cloud, governed by field-level permissions.
Surface high-value or at-risk accounts a different experience, driven by live CRM state.
Salesforce captures what's happening on your site. CustomFit.ai is where you act on it — building cohorts, running A/B tests, and personalizing experiences without engineering tickets. Together, they close the loop from observe → hypothesize → test → ship → measure in days, not quarters.
Total transparency on the data we read and write. Every field is configurable, every event is logged, and you control retention.
Real plays that growth and CRO teams run the week they connect Salesforce + CustomFit.ai —.
Pull Salesforce + CustomFit.ai — cohorts and signals into CustomFit targeting, then personalize the storefront for each segment in real time.
Variant assignment and conversions flow back automatically, so you can slice any Salesforce + CustomFit.ai — report by experiment cohort.
Observe in Salesforce + CustomFit.ai —, hypothesize and test in CustomFit, ship the winner, and feed results right back — no spreadsheets in between.
Salesforce, which runs CRM and customer data, connects natively to CustomFit.ai. Once linked, Salesforce data flows into CustomFit to build audiences and target experiences, while experiment exposure and conversions flow back to Salesforce — no spreadsheets and no glue code, just one connected loop between your CRM and your storefront.
Find Salesforce in the CustomFit integrations catalog.
Connect via OAuth or an API key in minutes.
Choose what syncs in and what flows back.
Target experiences and tests on the synced data.
Align site with CRM data.
Personalize by lifecycle stage.
Surface intent signals.
The Salesforce integration connects your Salesforce data to CustomFit.ai so growth and CRO teams can run A/B tests, personalize experiences, and measure revenue impact without engineering work. Instead of exporting CSVs or maintaining brittle scripts, Salesforce and CustomFit stay in continuous two-way sync — audiences and events flow into CustomFit, and experiment exposures and conversions flow back to Salesforce.
For D2C and ecommerce brands, pairing Salesforce with CustomFit closes the optimization loop: you observe behavior, form a hypothesis, build a test or personalized experience in a no-code editor, ship it, and measure the lift against real outcomes. Because evaluation happens at the edge before first paint, the Salesforce integration adds no visible latency and keeps Core Web Vitals healthy.
Setting up the Salesforce integration takes minutes, not sprints. Connect via OAuth or an API key, map the fields and events you care about, and turn on sync — every field is configurable, every API call is audit-logged, and you stay in control of data retention. Security is enterprise-grade: SOC 2 Type II, ISO 27001, GDPR and CCPA alignment, with encryption in transit and at rest.
Add the Salesforce connector from the CustomFit integrations catalog, authorize via OAuth or an API key, map your fields and events, and enable sync. Most teams are live in minutes with no engineering ticket.
Yes. Data is encrypted in transit (TLS 1.3) and at rest (AES-256), secrets are vaulted, every API call is audit-logged, and the integration is SOC 2 Type II, ISO 27001, GDPR and CCPA aligned.
No. CustomFit evaluates experiences at the edge before first paint, so the Salesforce integration adds negligible latency and your Core Web Vitals stay green.
Yes, plus Sales Cloud, Service Cloud, and Commerce Cloud.
Through the visual integration setup — no code required.
Most teams connect Salesforce in minutes — authorize via OAuth or an API key, map your fields, and turn on sync. No engineering ticket required.
No. Every integration is included on all CustomFit plans; you only pay on matched monthly visitors, never per connector.
Yes. Data is encrypted in transit (TLS 1.3) and at rest (AES-256), secrets are vaulted, and every API call is audit-logged — SOC 2 Type II, ISO 27001, GDPR and CCPA aligned.
CRM-driven plays for revenue teams.
Personalize by Salesforce lifecycle stage and lead score in real time.
Show high-value or at-risk accounts a tailored experience driven by live CRM state.
Write experiment conversions back to the Salesforce contact timeline.
Free trial includes every integration. Live in 5 minutes.