Glim + Salesforce: gifts in the CRM flow

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Glim's architecture enables on-demand integration with Salesforce via API and webhooks — triggering prospecting kits, closing gifts, and renewal gifts by deal stage, with tracking of over 3,000 commercial shipments per quarter.

Integration Overview

  • Send gifts directly from Salesforce opportunity and account records
  • Automated gifting triggers based on deal stage or custom events
  • Full gift history logged on the Salesforce contact record

Integration Features

  • Native Salesforce app with embedded gift catalog
  • Automated workflows using Salesforce Flow or Process Builder
  • Gift tracking and delivery status visible in CRM dashboards

Key Benefits

  • Increase deal close rates with timely, relevant gifts
  • Full ROI visibility linking gifts to revenue outcomes
  • Zero disruption to existing sales processes

Frequently Asked Questions

Can reps send gifts without leaving Salesforce?

Yes. The Glim component is embedded in the Salesforce interface. Reps select a gift, enter shipping details, and send it without switching applications.

How do you track gift ROI in Salesforce?

Every gift is logged as an activity on the contact/opportunity record. Custom reports and dashboards show gift spending vs. deal outcomes.

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Glim + Salesforce: gifts in the CRM flow