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We are a global lender to businesses with access to 100s of thousands of prospects through partnerships with leading blue chip companies who act as their buyers.  We are able to use that shared data to make lending decisions and prepare funding offers in advance of outreach to prospects (business owners).

 

We would like to create a landing page which embeds a number of fields from CRM to present a hyper personalised experience which includes their funding offer and other personalised information.  We are reluctant to just add all this information through the URL so are looking for advice on how this information can be pulled from salesforce and the prospect be presented with a clean url.

Hello @mikeellisfinance! Thanks for the question.

 

If you’re looking for information to pull in from your Salesforce CRM, then this would require custom script as it would need to link from your account directly. This may be a good question to post on our Job Board where one of our affiliate developers may be able to assist you with the code creation and setup to enable the dynamic information insertion onto your landing page.

 

Hope this helps!


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