If you’ve ever tried to build automation inside a heavy marketing platform, you know the pain: endless setup, complicated workflows, and months of work before you can show results. That’s not what Salesforce marketers need. You need quick wins—campaigns that prove value right away, help sales teams follow up smarter, and show leadership that marketing drives pipeline.
That’s exactly what the emfluence + Salesforce integration delivers. By connecting your CRM data directly to the emfluence Marketing Platform, you can launch practical automation plays in days, not weeks. Here are seven proven strategies you can start using right away.
Play 1: Keep Leads Warm
When sales has worked a lead but the timing isn’t right, that lead often falls through the cracks. When emfluence and Salesforce are connected, reps can add the lead to a long-term nurture campaign right from Salesforce. emfluence takes it from there, delivering consistent value without overloading the sales team.
Why it matters: Your brand stays top-of-mind, and reps don’t have to manage “someday” follow-ups manually.
Play 2: Recover No-Shows
Event and webinar no-shows aren’t wasted opportunities. From Salesforce, you can drop them into a no-show recovery series that automatically delivers the recording, related resources, and a softer call to action.
Why it matters: You don’t lose momentum. Sales has a reason to reach out, and marketing salvages valuable intent.
Play 3: Rescue Stalled Opportunities
Opportunities that sit untouched for 30+ days often need a nudge. With Salesforce triggers feeding emfluence, you can send a short campaign—like a case study, ROI example, or industry benchmark—and notify the account owner if the contact clicks.
Why it matters: A light, automated touch re-opens doors without adding pressure.
Play 4: Personalize by Product Interest
Salesforce captures rich data, but marketers often struggle to use it. With emfluence’s custom field mapping (up to 250 fields), you can sync product interest or industry segments and run tailored campaigns automatically.
Why it matters: You finally get to use the data you’ve been collecting to deliver targeted, relevant messaging.
Play 5: Respond to Hot Clicks
When someone clicks high-intent content (like a pricing overview or “How it works” guide), emfluence can follow up with a short resource email, while alerting the sales owner inside Salesforce.
Why it matters: You strike while interest is high, and sales gets a timely reason to reach out.
Play 6: Smooth Out Onboarding
When an opportunity is marked as Closed Won, Salesforce can trigger a new customer onboarding series in emfluence. Think welcome emails, product tips, and a 30-day check-in survey. Reps can pause the automation if they prefer a 1:1 approach.
Why it matters: Customers feel supported, marketing reinforces the brand experience, and sales can focus on building relationships instead of sending reminders.
Play 7: Stay Ahead of Renewals
Using contract dates in Salesforce, you can automatically trigger renewal or upsell campaigns 60–90 days before expiration. These campaigns highlight value delivered, introduce new features, and encourage early conversations.
Why it matters: You shift from reactive to proactive renewal conversations, and give sales a steady stream of expansion opportunities.
Why These Plays Resonate
Marketers using Salesforce often tell us they’re stuck between two extremes: either sending one-off campaigns with no visibility, or wrestling with automation platforms so complicated they never get off the ground.
emfluence is different. These seven plays are simple to set up, rely on the data you already have in Salesforce, and deliver results that sales can see immediately.
Build Momentum, One Play At a Time
The best part? You don’t have to launch everything at once. Pick one play that solves a real pain point for your team, launch it, measure the results, and share the story with leadership. Then add another. In just a few weeks, you’ll have a library of automated campaigns running in the background—saving your team time and driving measurable ROI.
The Bottom Line
With Salesforce and emfluence connected, marketing automation isn’t just possible—it’s practical. These plays are proof that a few smart workflows can bridge the sales-marketing gap, keep opportunities alive, and make your campaigns easier to prove.
Want to see these plays in action? Start a free trial or book a demo today.
