Case Study: Connor achieves improved lead capture and automated Salesforce integration with ActiveDEMAND

HR Consultancy Integrates Marketing Automation with Salesforce

Connor, a UK-based HR consultancy specialising in recruitment, people development and organisational change, needed marketing automation to capture leads, gain better insight into lead behaviour and automate routine marketing tasks while using Salesforce as their CRM and Umbraco as their website CMS. After evaluating Pardot, HubSpot and ActiveDEMAND, Connor chose ActiveDEMAND for its strong Salesforce integration and affordable pricing.

ActiveDEMAND deployed tracking code in Umbraco, set up workflows that automatically update Salesforce with lead activity, integrated web forms with Salesforce, and enabled email newsletter campaigns and website popups. These implementations gave Connor clearer, trackable lead behaviour and automated CRM updates—speeding campaign execution and lead management—and ActiveDEMAND’s responsive support helped accelerate rollout; Connor is now planning to add dynamic tracked phone numbers, dynamic content and gated files.

Connor

Jon Oxtoby

Content Specialist