With our SFDC integration, you enable a 2-way sync between Evergrowth and your CRM.

This allows for the research performed in Evergrowth to enrich the data viewed by your Customer-Facing teams, as well as giving your users access to Evergrowth Agents and Workflows without having to leave their system of choice!

This step is necessary to grant Evergrowth the authorization to push Account/Contact/Lead data to your Salesforce account.

It also adds in views where Salesforce users can access Evergrowth research insights and even launch Agents & workflows!

Step 1) Log into your Salesforce account in browser

Step 2) Head to this link to install the Evergrowth package

Step 1) In Salesforce, open up an Account, Contact or Lead

Step 2) Click Edit Page

Step 3) Open the Lightning App Builder>Page that is used by your team to add embedded view for evergrowth

Step 4) Add a new tab for your Evergrowth views

Step 5) Drag & drop a Visualforce Component into your new tab

Step 6) In the Visualforce Page Name searchbar, entering "Evergrowth" will display the available Account/Contact/Lead views

Step 7) After selecting your view, change the Height to 880 pixels, then hit Save

Repeat the same process as for Accounts & Contacts.

Then, after creating the Evergrowth Tab, add both Account and Contact tabs inside it, then add Visualforce pages to both tabs accordingly:

Step 1) Go to Open Setup > Home > Permission Set

Step 2) Click to open Evergrowth Integration Permission Set

Step 3) Click Manage Assignments

Step 4) Add the user sets who should have access to these new views

Step 1) In Evergrowth, head to Settings ➡️ Integrations

Step 2) In the Salesforce tab, enter your domain

Step 3) Click Next to set up the integration

Step 3) Map fields for your Salesforce Accounts, Contacts, Leads & Users

Step 3) If you are using Leads as well, in Salesforce, you'll also need to go to:

Object Manager > Lead > Fields & Relationships > Map Lead fields

All fields you select for mapping here will be synced with Salesforce

In order for that mapping & sync to work, you should of course ensure all the fields you need have been created in Salesforce first.

In the “Write” panel, you select & deselect which objects you want Evergrowth to be able to push into Salesforce:

Now that your Integration is fully configured, it's time to get both your CRM and Evergrowth data sets in-sync.

Not only is this good practice for moving forward with many of the of the GTM processes you can configure in Evergrowth, it is necessary to ensure duplicate records are not created by the integration.

NB. Depending on the size of your CRM repository, this task may take us a few hours to complete

With a connection between your CRM Accounts/Contacts and Evergrowth, now is the perfect time to set up a Dormant Account recycling workflow

For Accounts which didn't convert (maybe it wasn't the right time) or where you closed but left a lot of room for expansion, you can schedule your Evergrowth Agents to run a regular research workflow and push updated insights to your CRM.

This workflow will surface insights when signals come back with a stronger intent and could be the key to ensuring you aren't missing out on potential revenue due to timing!