Calixa lets you create Salesforce workflow automations for Product-Led Sales.
Enable sales teams to gain context by keeping your Salesforce data in sync with product activity.
Many tools take an “all-or-nothing” approach when syncing signups with a CRM. Calixa’s automated workflows help you specifically add qualified signups and opportunities into Salesforce. Automatically set follow-up tasks to stay on top of deals.
Calixa gives reps a full picture of their accounts by pulling in all the relevant data from Salesforce (such as ownership) and combining it with product insights. Flexible Account Models easily map your product account structure back to the CRM and adapt to your existing data structure.
You don’t have to choose between Salesforce or Calixa (or try juggling both). For our biggest Salesforce lovers, try our CRM Sync or Chrome Extension. Deep dive into product insights without changing reps’ day-to-day habits.
Calixa syncs your lead, contact, and account data. Your team can create leads, opportunities, and tasks without switching tabs. The platform also gives you fine-grained control over which signups to push into Salesforce.
Yes, Calixa can inherit ownership of accounts based on your Salesforce data. This allows reps to easily filter by the accounts they own within Calixa – and even send direct message Slack alerts to the account owner. Reps can also assign ownership of leads to themselves or other team members.
Yes, Calixa can enrich Salesforce with product data. This way teams get smarter prospecting and better visibility across the two platforms.
Calixa brings really hard to reach data to me easily. It allows me to get reports that I would otherwise need to talk to many many people and wait weeks for.