CleverTap All-in-one Customer Engagement Platform for Salesforce CRM logo

CleverTap All-in-one Customer Engagement Platform for Salesforce CRM

By CleverTap Pvt. Ltd.

Rating
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Pricing
Paid
From $10,000 per company per year
Listed since
2026

About CleverTap All-in-one Customer Engagement Platform for Salesforce CRM

Activate CRM data to drive limitless customer lifetime value with CleverTap

CleverTap's Salesforce Connector is a native, AppExchange-listed managed package that syncs your Salesforce CRM data into CleverTap — no middleware, no third-party connectors, no manual exports.

Marketers and growth teams can: 1. Sync standard objects (Leads, Contacts, Accounts, Opportunities, etc.) and custom objects from Salesforce into CleverTap on an event-driven basis. 2. Map Salesforce fields flexibly during setup to align with CleverTap user profiles and events. 3. Backfill historical Salesforce data for richer customer context from day one. 4. Monitor every sync with detailed, per-record logs for transparency and governance. 5. Send the data in Real-time or Batch as per your preference.

Why it matters 1. Build precise segments and deliver personalized, omnichannel engagement experiences using live CRM context — lead status, opportunity stage, account activity. 2. Trigger CleverTap journeys off Salesforce data changes as they happen, without export jobs or batch delays. 3. Because the connector runs natively inside Salesforce, there's no external integration layer to maintain, secure, or pay for separately.

Highlights

  • Instant Activation on Salesforce Data Changes: Whenever a record is created or updated in Salesforce, the data is immediately pushed to CleverTap, enabling timely segmentation, targeting, and campaign automation.
  • Broad Object Coverage for Rich Customer Context: Sync Standard objects, including Cases, Campaigns, Tasks, Quotes, Contracts, Orders, Products, Assets, Opportunity Line Items, and History or Custom Objects as user profiles or events in CleverTap.
  • Flexible Field Mapping During Setup: Easily configure field-level mappings to ensure the right Salesforce data flows into CleverTap in the format your teams need, without developer dependency.
  • Historical Data Import Support: Bring in past Salesforce data to create richer user profiles and unlock insights and campaigns from day one.
  • Power Advanced Segmentation & Personalization: Leverage Salesforce CRM data directly within CleverTap to build precise segments and deliver highly personalized, cross-channel customer journeys.
  • Audit-Ready Sync Logs & Monitoring: Track what data is pushed from Salesforce to CleverTap with detailed logs for visibility, troubleshooting, and compliance.

Screenshots

Benefits of the Integration

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Benefits of the Integration

Pricing

Paid, from $10,000 per company per year.

CleverTap All-in-one Customer Engagement Platform for Salesforce CRM plans
PlanPriceBilled
CleverTap-SF-CRM Plan$10,000 per companyYearly

The prices shown here are indicative. If you’re already using CleverTap, please reach out to your Account Executive or Customer Support for further information. If you’re interested in purchasing CleverTap, visit https://clevertap.com/pricing/

Compatibility

Works with
  • Sales Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Essentials
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on December 16, 2025
Industries
  • Horizontal Product
Languages
  • English