Akita Integrations Directory
Customer Success Software that Integrates With Salesforce.com
| Salesforce.com In Brief | |
|---|---|
| Founded | 1999 |
| Founder(s) | Marc Benioff, Parker Harris, Dave Moellenhoff and Frank Dominguez |
| Headquarters | San Francisco, California, USA |
| Price | From $3 USD |
| Website | Visit |
Data Retrieved
Information We Request
When you connect Salesforce.com with Akita, we automatically collect information on the following:
| Data Adapter | Every 3 hours |
|---|---|
| Deal | Every 3 hours |
| Event | Every 3 hours |
| Note | Every 3 hours |
| Organization | Every 12 hours |
| Person | Every 12 hours |
| Task | Every 6 hours |
| Ticket | Every 3 hours |
| User | Every 3 hours |
Connection Instructions
How to Connect Salesforce.com and Akita
- Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.
) in the left menu bar.
- Click the Connect Provider button.
Connect Provider
- Select Salesforce.com from the list of available integrations.
Salesforce.com
- Click the link to begin the connection process.
Connect
- Within Salesforce.com follow the prompts to approve the Akita integration.
- That's it – all done!
Integration Results
Your Salesforce.com Customer Data in Akita
- Once connected, your Akita account will begin populating with your Salesforce.com data.
Bresler's Ice Cream
Ticket Submitted
- Source Web
- Priority Medium
- Status Open
- Description Hello, I'm having problems adding a new user. Help! Thanks, Janet.
- This data will appear alongside all your other customer interactions for a 360° view.
- Segment your accounts based on data from your Salesforce.com account, and from your other business tools.
Ticket Salesforce.com
Status
Status
Open
Open
AND
+
MRR Chargebee
More Than
>
$1000
1K
AND
+
NPS Delighted
Less Than
<
7
7
128 Accounts Matched. Save as Segment
- Define lifecycle stages and make sure customers stay on track.
Onboarding
134 ACCOUNTS
$72,900 MRR
CSM Insight Score
62
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
- Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling
Want to learn how Akita can save your Customer Success team time?
We'd love to show you Akita in more detail and answer any questions you have about integrating Salesforce.com with our Customer Success platform.
Fill in the form below to schedule a demo and get started with your Customer Success efforts.
Have questions about how Akita Integrates with Salesforce.com?
We'd love to hear them! Just email us at hello@akitaapp.com.