Overview

The Salesforce and 6sense integration gives Reachdesk users more ways to target gifting campaigns using account and contact data.

You can use 6sense data in Salesforce to:

• Trigger Reachdesk sends from Salesforce campaign membership.

• Trigger Reachdesk sends from contact record criteria.

• Track Reachdesk gifting activity inside Salesforce campaigns.

• Send 1-to-1 gifts to known contacts or leads using intent signals.

Before You Start

Make sure:

• 6sense data is flowing into Salesforce.

• You have access to the relevant account, contact, lead, and campaign records in Salesforce.

• Your Reachdesk instance is connected to Salesforce (Account > Integrations).

• You have identified the Salesforce campaign you want to use for targeting or tracking.

Send Automated Campaigns Using Salesforce Campaign Membership

1. Use 6sense Data to Build Your Target Audience

Create a Salesforce campaign that includes the accounts, leads, or contacts you want to target. You can build this audience by using:

• Salesforce reports or automations.

• 6sense data available on account or contact records.

Tip: You can use account-level and contact-level 6sense fields together to refine your audience for highly specific targeting.

2. Set Up the Automated Campaign in Reachdesk

1. In Reachdesk, create an Automated Campaign and complete the initial setup.

2. In Campaign Sync, select your Salesforce sending user and choose the Salesforce campaign you want to sync with.

3. In Campaign Trigger, select the Salesforce connector.

4. Choose the Campaign Member object.

5. Add a trigger condition:

   • Field: Campaign ID

   • Operator: equals

   • Value: [Paste your Salesforce campaign ID]

6. Add a second trigger condition:

   • Field: Status

   • Operator: equals

   • Value: [Select the first status a person receives when they enter the Salesforce campaign]

Important Note on Timing: Reachdesk checks for matching users in Salesforce daily at 11:00 AM UTC. Any members added to your campaign will be processed during this daily sync.

3. Add People to the Salesforce Campaign

After setup, you can add members to the selected Salesforce campaign via:

• 6sense Orchestration: Push contacts directly from 6sense into your Salesforce campaign.

• Manual Entry: Open the Salesforce account, go to Contacts, select the relevant people, and choose Add to Campaign.

Trigger Sends from a Contact Record

You can also trigger Reachdesk campaigns using data stored directly on a Salesforce contact record. This allows you to combine multiple conditions or create multiple trigger paths using OR logic.

If you need help building complex multi-field triggers, please reach out to your Solutions Engineering team here for assistance.

Track Reachdesk Activity Inside Salesforce

To ensure your gifting activity is visible in Salesforce, align your campaign statuses with the Reachdesk journey.

Align Campaign Statuses

The campaign type and statuses should match the Reachdesk send journey you want to report on. You can update these in the Advanced Setup of your Salesforce campaign.

• For a physical gifting campaign: Member > Sent > Shipped > Delivered

• For an eGift campaign: Member > Sent > Opened > Clicked > Claimed

Send 1-to-1 Gifts Using 6sense Signals

When 6sense identifies that an account is "in-market" or at a valuable stage, you can send personalized gifts directly to known contacts.

1. Open the relevant account or contact in Salesforce.

2. Confirm the recipient matches your targeting criteria.

3. Open the Reachdesk Extension.

4. Personalize your message and send the gift.