Strengthening Shift4's Operations with a Salesforce Integration
Shift4 integrated Salesforce with their website to streamline operations and improve data management. This integration enabled seamless data synchronization, enhanced workflows, and provided a unified view of customer data.
Shift4 handles payments for businesses around the world, and its website receives a steady stream of sales inquiries and support requests every day.
The brief
Every one of those submissions needed to reach Salesforce, where Shift4's sales and support teams work, reliably and in the right place, without anyone re-entering data by hand.
What we did
- Connected support forms to Salesforce, so each submission opens a support case automatically
- Routed sales forms, such as Get Started and partner inquiries, into Salesforce as leads
- Built a library of 21 form types that marketers can add to any page from the CMS
- Added a safety net: if Salesforce is ever unreachable, the submission is emailed to the team so nothing gets lost
The result
Sales and support teams get every inquiry in Salesforce with the details they need, and marketing can add a new form anywhere on the site in minutes.
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