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CRM and commerce

Salesforce + Purple Engage

Give your customer record more context.

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What connects with Engage

Leads, contacts, person accounts or a custom object sync both ways with email opt-outs, and campaign membership comes in as history.

Explore customer data in Engage

Put the connection to work

Two ways to use Salesforce with your Engage marketing.

Keep contact data connected

Sync leads, contacts, person accounts or a custom object both ways with Engage, including email opt-outs.

See campaign history

Bring Salesforce campaign membership into Engage as history on the guest record.

From connection to campaign

Start with one useful workflow. Check the data and the consent it carries, then approve what your AI team prepares.

  1. Connect your account

    Use an account with permission to connect Salesforce. Choose the venues or data sources you want to use.

  2. Check the data and permissions

    Review a sample record and confirm the relevant marketing permissions before adding people to campaigns.

  3. Approve the first campaign

    Let your AI team prepare the work and, by default, approve each action before it reaches a guest.

Questions

What connects between Salesforce and Engage?

Leads, contacts, person accounts or a custom object sync both ways with email opt-outs, and campaign membership comes in as history.

Do I need Purple WiFi?

No. Engage works with customer data from your existing tools. WiFi is an optional source of guest and visit data.

Who controls the campaigns?

By default, you approve each action and campaign before it reaches a guest or spends money, and the AI can never launch or fund an ad. External assistants connected through MCP can read, draft and ask for approval, never send.

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Put this connection on one guest record

Bring your tools into one marketing platform and approve what your AI team stages.

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