Fundle intelligence inside your Salesforce workflows.
Bi-directional sync between Fundle and Salesforce — loyalty state and AI scores enrich CRM records, while service and sales events flow back into member profiles.
2-way
data sync
CLV+churn
scores in CRM
native
objects & flows
Section 01
The business problem
Sales and service teams work in Salesforce while loyalty and engagement data lives elsewhere — so the CRM shows a contact record, not a customer.
Why existing solutions fall short
- Loyalty tier and points are invisible to service agents.
- Salesforce journeys cannot react to store purchases.
- Duplicate customer records multiply across systems.
Section 02
How Fundle solves it
Fundle syncs member profiles, tiers, points, churn risk and CLV into Salesforce objects, and consumes case, opportunity and campaign events back — one identity, both systems intelligent.
01
Profile enrichment
Tier, balance, last visit, churn score and CLV on the contact record.
02
Event exchange
Cases and opportunities inform loyalty; purchases inform CRM.
03
Flow triggers
Salesforce Flows fire on Fundle events like tier change or lapse risk.
04
Identity dedupe
Fundle's identity graph resolves duplicates before they hit CRM.
How it works
From data to outcome — the agentic workflow.
Authorise
Connected app with scoped permissions.
Map
Objects and fields mapped to Fundle profile schema.
Sync
Bi-directional updates in near real time.
Automate
Flows and journeys react on both sides.
Business impact & ROI
+40%
service context per interaction
−30%
duplicate records
1
customer truth across teams
Integrations
FAQ
Salesforce — questions buyers ask.
Which Salesforce clouds are supported?
Sales, Service and Marketing Cloud — with packaged field mappings and Flow templates for each.
How fresh is the data?
Near real time — event-driven sync typically lands within seconds.
Can Marketing Cloud use Fundle segments?
Yes — Fundle audiences publish to Marketing Cloud data extensions on schedule or on demand.
Get started
See Salesforce on your data.
A 30-minute working session with the Fundle team — mapped to your brand, mall or programme.