Piper for Salesforce^®

Qualified for Salesforce is a native integration built on the Salesforce Platform that connects your website visitor insights with your Salesforce CRM data so your sales and marketing teams can engage high intent buyers in real time on the website and via email.

This integration goes beyond simple data syncing. Because Qualified is built natively on the Salesforce Platform, it can read and write across custom fields, objects, and business processes, and trigger personalized website experiences and routing workflows based on Salesforce data.

B2B organizations that use Salesforce as their system of record, have high value visitors or target accounts, and want to convert website traffic into pipeline quickly will benefit most. It is ideal for teams that want to use Salesforce data to power pipeline conversion, whether they focus on real-time website engagement, email outreach, or a combination of both.

Qualified for Salesforce supports several key use cases that help teams turn website traffic into pipeline. It engages known visitors by using Salesforce lead, contact, account, and opportunity data to start personalized conversations the moment they arrive. It also nurtures leads through email when they are not ready to talk, keeping the relationship warm with timely and relevant follow-ups. Qualified connects the experience across web and email so buyers never lose context as they move between channels. It gives high value buyers special treatment by routing them directly to the right rep when an active opportunity is on the line. And it uncovers hidden pipeline by identifying unknown visitors, qualifying them, creating new records in Salesforce, and booking meetings when they are a good fit.

Qualified can identify and qualify visitors in real time using Salesforce data, route them to the right rep, or schedule a meeting instantly. This helps reduce the lead response time dramatically.

You have full control over how the integration works. You can define visitor segments using Salesforce fields, set routing rules based on ownership or region, configure chat or meeting triggers, and personalize experiences based on your buyer journey.

You can track metrics such as visitor to conversation rate, meetings booked, pipeline generated, conversion of website visitors into Salesforce leads or opportunities, and the speed of sales cycles.

Setup typically includes installing the Qualified managed package, mapping Salesforce fields and objects, embedding the Qualified snippet on your website, defining visitor segments and routing rules, configuring chat and meeting experiences, and testing before launch.

Buyers get a seamless and personalized experience that connects them instantly to the right rep or allows them to book meetings in real time. At the same time, sales and marketing teams work together using shared Salesforce data to prioritize and convert high intent visitors.

Yes. Because it is built on the Salesforce Platform, it can support large organizations with complex data models, multiple regions, custom objects, and advanced workflows. It is designed to scale with enterprise needs.