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Salesforce & CRM Integration

How Tiled connects with Salesforce and CPQ via API to keep sellers in the tools they already use

Overview

Yes, Tiled integrates with Salesforce via API. The integration runs in both directions: Salesforce data populates personalized Tiled presentations, and Tiled engagement data feeds back into Salesforce so sellers see buyer activity inside the CRM. This is an API-based integration that requires configuration. It is not a plug-and-play connector.

What the Integration Covers

Salesforce Forms

CPQ outputs, quote summaries, and data-capture forms embed directly inside a Tiled microapp. Buyers fill them out without leaving the experience.

Salesforce Data into Tiled

Account fields, opportunity data, contact details, and product information from Salesforce pre-populate personalized content via the Tiled API. How much data connects depends on your configuration.

Tiled Engagement into Salesforce

Page views, time-on-page, and return visits feed back to the Salesforce opportunity record through the configured integration. Sellers see buyer engagement without leaving the CRM.

One workflow, one tool

Personalizing, sharing, and reviewing insights all happen inside Salesforce rather than across separate platforms.

CPQ Integration

Tiled works with Salesforce CPQ. The typical pattern:

1. A CPQ-generated quote or pricing summary embeds as a section within a Tiled presentation.

2. The seller presents discovery findings, product pages, and pricing as a single experience.

3. The buyer reviews the pricing section without leaving the microapp.

4. Engagement data from the full presentation feeds back to the Salesforce opportunity record.

Note: The right starting point depends on how much Salesforce data you want to connect. Start simple and expand from there. For technical implementation details, refer to the Tiled Public API documentation.

The Crawl / Walk / Run Model

The integration scales with your team's readiness. A phased approach keeps setup manageable:

Crawl: Basic Personalization

Customer name, company, and a few key opportunity fields from Salesforce pre-populate a presentation template. Minimal setup, immediate time savings for sellers.

Walk: Dynamic Content Sections

Salesforce product, industry, or use-case fields control which content sections appear. Different customers see different pages based on their CRM data.

Run: Fully Dynamic Presentations

The presentation is data-driven. Customer data, product configurations, and pricing assemble from Salesforce at share time. This level requires more setup and a deeper Salesforce configuration.

Engagement Data Back into Salesforce

Every time a buyer opens a Tiled share link, Tiled captures page views, time per page, total visits, and return visits. Through the configured integration, that data feeds back to the Salesforce record. Sellers see buyer engagement in the CRM without manual reporting.

Customer Example: A customer in another industry uses Tiled to pull account-specific data from Salesforce and present it as a personalized microapp. The last page links to an external signature tool for next steps. This same pattern applies across industries, including Identity Security.

Quick Reference

Question

Answer

Does Tiled integrate with Salesforce?

Yes, via API. Tiled connects with Salesforce to embed forms, pull account data into personalized presentations, and feed engagement data back into CRM records. Configuration is required.

Does Tiled work with Salesforce CPQ?

Yes. CPQ outputs and pricing summaries embed as sections within a Tiled microapp. Sellers present discovery, product detail, and pricing as one experience.

Does the integration require custom development?

It depends on how much data you want to connect. Simple account-name personalization takes minimal setup. Fully dynamic, CPQ-integrated presentations require more configuration. Tiled's team can walk you through the options, and the Tiled Public API documentation covers implementation details.

What engagement data goes back into Salesforce?

Page views, time per page, total sessions, and return visits feed back through the configured integration. Recipient email is also available when email gating is on.