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Salesforce Integration

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Overview

The Salesforce integration is a full bi-directional sync between Avina and your CRM.
It ensures Accounts and Contacts are always enriched with Avina signals, while also pulling in Salesforce context to power high-impact signals, account insights, and drafting.

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Purpose

  • Create and update Accounts and Contacts in Salesforce automatically
  • Write Avina signals to a custom Salesforce object linked to Accounts and Contacts
  • Pull Salesforce data (contacts, opportunities, activities, campaigns) into Avina to enrich signals and context
  • Give sellers deeper signal visibility directly in Salesforce, while feeding Salesforce context back into Avina

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How It Works

  • Write:
    • Accounts → created or enriched when Avina detects new companies
    • Contacts → created or enriched when Avina identifies new prospects
    • Custom Object → Avina writes signals (e.g., job changes, web visits, engagement surges) as structured records
  • Read:
    • Avina pulls Accounts, Contacts, Opportunities, Campaigns, and Activities from Salesforce
    • This context strengthens Avina’s ability to generate signals, prioritize accounts, and draft personalized messaging

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Setup

To enable Salesforce integration:
  1. Go to Settings > Integrations in Avina.
  2. Select Salesforce.
  3. Authenticate with your Salesforce account and approve access.
  4. Save and test the connection.