Ploy × Salesforce

On Enterprise, Ploy works with your Salesforce accounts, contacts, and leads so website activity reaches the records your reps already use.

What you can do

Three ways teams put Salesforce to work with Ploy.

  • Match identified visitors to existing accounts.

    Ploy checks companies visiting your site against Salesforce accounts so reps know which known accounts came back.

  • Log leads from Ploy-built pages.

    Form submissions from your Ploy site can become Salesforce leads instead of a spreadsheet someone imports later.

  • Give reps the page history.

    Ploy summarizes which pages an account read, so the rep has context before the first call.

How it connects

Three steps. Then Salesforce works inside Ploy.

01

Connect Salesforce in one click.

One OAuth handshake. No API keys, no IT ticket, no Zapier between. Ploy has access the moment you authorize.

02

Pick the scope you want.

Choose which workspaces, folders, or properties Ploy can read from and write back to. Revoke or rescope anytime from settings.

03

Watch Ploy work.

Ploy starts using Salesforce on the next page it ships, the next report it runs, or the next account it sees — no extra setup.

Connect Salesforce and ship today.

Slurp your existing site in 60 seconds, plug in Salesforce, and watch Ploy start using it on the next page it builds.