Wingify Salesforce Integration

About Salesforce

Salesforce is a cloud-based CRM software that helps businesses manage their relationships and interactions with customers and potential customers. It’s the flagship product of Salesforce.com and one of the most widely used CRM systems globally.

Benefits

1. Lead-level experiment tracking in Salesforce

Connect website experimentation data with your CRM records by automatically pushing Wingify campaign data to Salesforce. Track which variations of your A/B tests, multivariate tests, or personalization campaigns each lead was exposed to, enabling you to analyze how different website experiences impact lead quality and conversion rates.

2. B2B visitor identification

Leverage Salesforce data to identify and segment website visitors through two methods:

browser variables (cookies, JS variables, local storage) for returning visitors who have previously interacted with your site,
or third-party IP reveal services (like ClearBit, 6sense, Demandbase) that can identify companies based on their IP addresses.

This dual approach ensures you can precisely target both known business visitors and new visitors from identified companies, for your Wingify campaigns.

3. Automated data flow

The integration automatically syncs Salesforce data daily into Wingify, with options for manual syncing when needed, eliminating the need for manual data transfers between systems.

4. Flexible data range

The integration supports various Salesforce objects—including Leads, Contacts, Accounts, and Opportunities—enabling tailored targeting using key CRM fields.

Use cases

1. Analyze test campaign impact on lead quality

Track how Wingify experiments influence lead quality in Salesforce by linking variation data to lead scoring and conversion metrics. By exporting campaign and variation data for each lead, teams can measure which website experiments produce higher quality leads.

2. Personalize your website content based on lead status

Show different messaging to leads based on their Salesforce status. For example, display „Upgrade to Pro“ messaging to free trial users, while showing „Book a Demo“ to marketing qualified leads.

3. Deliver account-based experiences

Create tailored website experiences for target accounts in Salesforce. For example, show industry-specific case studies when visitors from key account domains visit your site

Shared data

Funktion

Export Campaign Info

Visitors are tagged with their experiment and variation ID during their session, and this data is pushed to the integrated tool.

Campaign data

Object data

Audience Targeting

Data from third-party tools is used to target visitors in Wingify campaigns (e.g., 6sense's Firmographic data, Marketo's Smart lists, Segment's audiences).

Attribute list

Object list

Features by plan

Feature	Growth	Pro	Enterprise
Export Campaign Info Visitors are tagged with their experiment and variation ID during their session, and this data is pushed to the integrated tool.		Add-on only
Audience Targeting Data from third-party tools is used to target visitors in Wingify campaigns (e.g., 6sense's Firmographic data, Marketo's Smart lists, Segment's audiences).

As a hands-on user of Wingify, I’ve personally experienced how quickly it allows prototyping and testing of new ideas, features, and content. The ability to push changes, without having to involve multiple teams to relaunch areas of the site can’t be praised highly enough, and the ability to reverse those same changes instantaneously is equally as useful.

Rob Marfleet
Senior Group Product, Design Manager