Automation that fits your Salesforce environment.
Your firm runs on Salesforce. Your marketing platform should too. Snappy Kraken connects directly to Salesforce with real-time, two-way sync so engagement data flows back where your team already works. Every email opened, every page viewed, every form filled out -- visible in Salesforce before the next meeting, the next call, the next pipeline review.
Real-time sync. Two-way. Your rules.
Built for how firms actually use Salesforce.
Salesforce is the center of your relationship data.
Snappy Kraken connects to it in real time, so changes flow both ways as they happen.
Real-time sync
Contacts, leads, and engagement data appear in Salesforce the moment they happen. Form fills, landing page visits, email opens. No daily batch. No waiting for an import to catch up.
Two-way sync
Data flows both directions. Contacts and groups from Salesforce power your campaigns. Activity and engagement data flow back so your CRM reflects what people actually did.
Per-group control
Choose which Salesforce groups sync one-way or two-way. For example, you might sync prospect lists both ways, keep client groups CRM-controlled, and push engagement-based segments back to Salesforce for outreach and visibility.
Works with your data model
Snappy Kraken supports custom object mappings, custom lead handling, and flexible audience definitions, including Salesforce overlays like Practifi and Salentica. The integration fits your Salesforce environment rather than forcing you into a rigid template.
What this makes possible
CRM integration is the #1 factor advisors cite when choosing a marketing platform (Kitces 2025 AdvisorTech Study). For firms running Salesforce, the integration needs to work at scale, not just for one advisor.
For advisors
- Know who just raised their hand. Form fills and downloads show up in Salesforce in real time. Follow up while you're top of mind, not after a daily import catches up.
- Walk into every meeting knowing what's on their mind. Salesforce shows what they read, clicked, and downloaded since your last conversation. No guessing. No switching between systems.
- Stop re-uploading your client list every time you want to send something. Map your Salesforce groups to Snappy Kraken once. After that, they stay in sync. New clients, moved prospects, updated segments: the right campaigns pick them up automatically.
For firms managing multiple advisors
- Your marketing team can reach the full contact base, regardless of individual ownership. Marketing admins sync contacts based on visibility, not individual CRM ownership. Run campaigns across offices, teams, and hierarchies without workarounds.
- Firm campaigns reach the right people because the data is current. Launch across the network and each campaign targets synced Salesforce audiences. Build once, launch everywhere.
- See who's connected and who needs help. Enterprise Hub shows active CRM connections, onboarding status, and campaign performance across your advisor network. When adoption stalls, you see it before it becomes a problem.
- Leads route to Salesforce automatically. Form submissions and lead capture events create Leads in Salesforce (or update existing Contacts if the email matches). No manual entry. No lag between marketing and sales.
Your CRM should get smarter from your marketing.
With most tools, it doesn't.
Here's how Snappy Kraken's Salesforce integration compares to Levitate and FMG.
| Feature | Snappy Kraken + Salesforce | FMG Suite | Levitate |
|---|---|---|---|
| Sync direction | Two-way, with per-group control | One-way (CRM to FMG only) | One-way (CRM to Levitate only) |
| Sync frequency | Real-time | Daily | Twice daily |
| What flows back to your CRM | Contacts, groups, activity (opens, views, forms, unsubscribes), Leads | Text notes only (no engagement data) | Text notes only (no engagement data) |
| Per-group control | Yes. Choose one-way or two-way per group. | No | No |
| Edit contacts in both systems | Yes | No (locked once CRM is connected) | Not specified |
| Custom data model support | Yes. Custom objects, lead handling, audience mappings. | No | No |
With FMG or Levitate, your CRM gets a daily or twice-daily import and basic activity notes. It doesn't get smarter from marketing. With Snappy Kraken, Salesforce stays in real-time sync and gets full engagement data, lead creation, and custom object support so your team sees what matters before every meeting, call, and pipeline review.
Connect Salesforce. Map your groups. Start running.
Connect your Salesforce instance inside Snappy Kraken, choose which groups to sync and in which direction, and you're live. For enterprise deployments, Snappy Kraken provisions the setup to fit your environment. The connection is configurable by your Salesforce admin and stays active on your terms. If it ever drops, you'll get an email notification. Reconnect and all your settings and mappings are preserved.
Your data stays compliant and secure in your ecosystem.
Snappy Kraken doesn't pass CRM data to third-party AI engines or external data lakes. Activity that flows back to Salesforce is reviewable and archivable alongside your existing records. Firms get content approval workflows, compliance notifications, and role-based access controls through the Compliance Hub. Unsubscribe events sync back to Salesforce automatically, keeping your opt-out records current across both systems.
Ready to see Salesforce and marketing in sync?
Book a demo and we'll show you the integration live with your CRM.
Frequently Asked Questions
Is the Salesforce integration real-time?
Yes. Changes in Salesforce flow to Snappy Kraken immediately, and activity and updates in Snappy Kraken flow back to Salesforce in real time.
Is it two-way?
Yes. Bidirectional sync with per-group control. You choose which groups sync one-way (in or out) or two-way. For example, you might sync prospect groups both ways, let your CRM control client groups, and push engagement-based groups from Snappy Kraken back to Salesforce for outreach and visibility.
Does it work with custom objects and custom data models?
Yes. Snappy Kraken supports custom object mappings, custom audience definitions, and flexible lead handling for firms that have tailored their Salesforce environment.
What about Salesforce overlays like Practifi or Salentica?
Fully supported. Practifi and Salentica get the same real-time, two-way sync with custom object mappings and per-group control. Many competitors don't support overlays at all.
Does it support both Leads and Contacts?
Yes. Form submissions and lead capture events create Leads in Salesforce. If the email matches an existing Contact, the system updates that record instead. No duplicates.
Can our marketing team see contacts they don't individually own?
Yes. Marketing admins can sync and run campaigns across the full contact base based on their Salesforce visibility, not just contacts assigned to their user. This means your marketing team can run firm-wide campaigns without workarounds.
How long does it take to set up?
For individual advisors, minutes. Connect your Salesforce account, map your groups, and you're live. For enterprise deployments, Snappy Kraken provisions the setup to match your environment and data model.
What happens to my existing contacts when I connect? Will it create duplicates?
Snappy Kraken detects matching contacts by email and links them automatically. No duplicates are created. Your existing data in both systems is preserved; the sync merges records and keeps the most recent information.
What if my connection drops?
You'll get an email notification. Reconnect and all your settings and mappings are preserved. No data is lost.
Is my client data shared with other advisors or third parties?
No. Your Salesforce data syncs only with your Snappy Kraken account. It is never shared with other advisors, firms, or third-party AI engines.
Is the CRM integration included in my plan, or is it an add-on?
CRM integration is included in all Snappy Kraken plans. No extra fees.
Can I switch from FMG or Levitate without losing my CRM setup?
Yes. Your Salesforce data is yours. Connect Snappy Kraken to the same Salesforce instance, map your groups, and you're running. There's nothing to migrate from the old platform's CRM integration because those tools only import contacts one way.
