Introducing Beautiful.ai + Salesforce

In sales, how a contact engages with your communication efforts— phone calls, emails, presentations— is critical. That first point of contact, and how they respond, determines everything that follows. Leveraging insights throughout the sales process helps streamline follow-up initiatives and enhance personalization efforts.

In an effort to help make your team more successful, we’ve unlocked a way for your sales presentations to work for you right from within your existing workflow.   

We’re excited to introduce our new Salesforce and Beautiful.ai integration!

Close deals faster with Beautiful.ai presentation insights in Salesforce

Exclusively for Team and Enterprise: Beautiful.ai’s Salesforce integration lets you share presentations, track views, and see engagement—all within Salesforce. Get the insights you need to close deals faster, follow up smarter, and supercharge productivity. 

Easily share presentations

Send presentations to Salesforce contacts in Beautiful.ai or share presentations as a direct link within Salesforce. Our integration makes it easier to work without switching back and forth between platforms. 

Track viewer engagement

See exactly who’s viewing your presentations, when they view, and how they engage with each slide. Use detailed metrics to fine-tune your outreach and follow-up.

Automatically sync presentation data

Sent presentations are recorded in the Beautiful.ai tab within Salesforce, offering real-time updates on views, time spent, and viewer progression—all from one central location.

Connect Salesforce from Beautiful.ai

Ready to get started? Follow these steps to connect your Salesforce and Beautiful.ai account.

Step 1: Connect Beautiful.ai and Salesforce

• In Beautiful.ai, go to Integrations and select Salesforce.
• Click Add Beautiful.ai to Salesforce to start the setup. Log in to your Salesforce instance, then enter your Salesforce domain and admin username to connect. Click Connect Salesforce to complete the integration.

Step 2: Enable Beautiful.ai in Salesforce

• After installation, open the Lightning App Builder in Salesforce.
• Find Beautiful Links in the list of items, then click Add/View Item to place Beautiful Links on your dashboard, enabling easy access to shared presentations.

Step 3: Share a Presentation with a Contact

• In Salesforce Contacts, select the contact you want to share a presentation with.
• On the contact’s details page, click Email to compose a message, paste the Beautiful.ai presentation link, and customize as needed. Click Send to share.

Step 4: Track Presentation Engagement

• Go to the Beautiful Links section in Salesforce to find the presentation shared with the contact.
• Click the presentation to view analytics like total views, view time, and access details. Select View Detailed Analytics for more insights to help inform follow-ups.

Learn more here.

We’re continuously working towards integrating Beautiful.ai with other products and tools in your workflow. Are there other softwares you’d like to see integrated with Beautiful.ai? Drop us a line and let us know at support@beautiful.ai.