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Learn how to harness real-time behavioral data from Twilio Segment to trigger personalized, automated journeys in Salesforce Marketing Cloud—without manual exports or complex custom builds. This guide also shares best practices for syncing data to Data Extensions using Twilio Segment’s Actions destination, along with configuration tips to ensure accurate, reliable activation across the Salesforce ecosystem.

In this recipe, you'll learn how to set up lead scoring, send those lead scores to your CRM, and keep your sales team focus on the most important accounts.

The nature of iterative development cycles is that you find yourself at some point with multiple systems that need to be integrated. Maybe you built your customer database in Snowflake and your frontend applications are integrated with it, but now that your organization has grown, you’re investing in a CRM like Salesforce. You could eliminate the database and try to sync everything directly to Salesforce, but that’s probably a huge lift. You can’t just leave the systems separate, because having two sources of truth is not a good idea; you’ll introduce endless bugs and mismatches that affect your organization’s reputation and effectiveness. If your data warehouse could sync with your Salesforce, though… you’d be able to run both without the worry about divergent databases! In this recipe we’ll explore how to set up this synchronization so that your systems don’t diverge, and you don’t have extra work to keep them that way.