Value Corner
CRM Data

CRM Data

With an integrated Salesforce CRM, Regie.ai can elevate your message's relevancy by incorporating specified Salesforce Contact data.

How to access:

Open the Regie.ai Chrome extension, and select the "Research your prospect" icon. From there, you can click on the "CRM" tab to pull in any contact record data points you have in your Salesforce instance.
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