Loop & Tie + Salesforce
Empower your team to gift with intentionality - without ever leaving your Salesforce account.
Why Connect Loop & Tie with Salesforce
Why work harder when you can work smarter? With our native Salesforce integration, your team can send gifts, automate outreach, and track campaign results - all without leaving your Salesforce dashboard.
- Gift in your workflow: Add the Loop & Tie visual force to your most-used record types (Contacts, Opportunities, etc.) and send gifts right where you work.
- Automate gifting at scale: Set up list-based automations to celebrate milestones or trigger campaigns based on status changes.
- Measure your impact: Use pre-built or custom Salesforce reports to see who’s sending gifts, where, and how they’re performing.
How the Loop & Tie App Works in Salesforce
Let’s take this for a spin around the block, shall we? Here’s how the app works:
Install the Loop & Tie App
Download from Salesforce AppExchange and install in minutes.
Send gifts where you work
Launch the send-a-gift workflow from your favorite record types—Contacts, Leads, or Opportunities.
Customize Every Touchpoint
Select your team, choose collections, personalize messages, and even schedule your sends.
Automate Gifting at Scale
Configure triggers for milestone events or list membership.
Track, Measure, Improve
Use pre-built and custom reports to keep tabs on gift status and campaign success.
Ready to get started?
Empower your team to foster connections at scale - without interrupting their workflow.
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