Effortlessly sync your Salesforce activity and lead data with Targitr’s rewards and performance tracking. This integration ensures that every number of calls, meetings booked, and emails logged in Salesforce flows into Targitr without manual entry.
With just a few clicks, you can connect your Salesforce account to Targitr and start importing lead and activity data. We are able to map Salesforce fields (including custom ones) directly to Targitr’s metrics, ensuring rewards and KPIs are aligned with your sales process.
Whenever reps log activities or update lead information in Salesforce, Targitr reflects those updates automatically, keeping both systems perfectly in sync.
Setting up Targitr with Salesforce metrics
Connecting your Salesforce account to Targitr is simple and safe. Just log in, approve access, and your data starts flowing, no complicated setup required.
In just a few clicks, you can bring Salesforce activity data (calls, meetings, emails, opportunities) into Targitr. This lets you focus on motivating your team and rewarding performance rather than wrestling with manual data entry.
Keep Salesforce and Targitr aligned at all times.
When activities or lead stages change in Salesforce, they update in Targitr automatically, and vice versa for mapped metrics.
This ensures your streaks, leaderboards, and rewards always reflect the latest sales activity.
This integration closes the loop between Salesforce activity and Targitr’s reward engine, giving managers and reps a unified, up-to-date view of performance without extra admin
Go to Targitr.com, login to your account and go to Settings > Integration > Salesforce
Authorise connection:
Log into Salesforce to connect your account:
After logging in, your Salesforce account will be successfully connected to Targitr.
The next step is you configuring the metrics you would like to track in challenges, this is done by admin users for the whole workspace.
This makes the process a lot easier for team members.
Well done! Your Salesforce account should be successfully synced.
Run tests by refreshing the leaderboard and challenges in your Targitr account.
Due to some technical processes, Targitr can take up to 24 hours to sync all data. If data does still not sync after a period of time, please get in touch at contact@targitr.com
Note: due to Salesforce custom activity options, any metric that is unique to you may be considered hard to track, please get in touch.
We work closely with teams to implement a seamless and efficient integration that best suits your needs.
