We set up the fields, list views and reports that split your Salesforce contacts the way you market to them: by region, referral partner, alumni status or stage. Then the segment goes to a mass email in Salesforce or a list in ActiveCampaign.
900+ integrations completed · Salesforce partner · We sign BAAs
From contacts to a campaign
Addresses tidied, contacts imported, and fields set for region, type and status
A list view or report that pulls the right contacts
A mass email from Salesforce, or the segment synced to an ActiveCampaign list
Segments are only as good as the fields behind them. We add the fields your marketing needs, like region checkboxes, an alumni flag, a contact type for referral partners, or engagement fields, and fill them from the data you already have.
Addresses come first for regional segments. We merge billing and shipping fields, copy the account address down to its contacts where that fits, and backfill zip codes so a region filter catches everyone in it.
From there, list views and reports pull each segment. Reps send a mass email from Salesforce, or the segment syncs to ActiveCampaign so the right automation starts on its own.
What's included
Region checkboxes, contact types, alumni flags and engagement fields on contacts, accounts and opportunities.
Address fields merged and filled, so regional segments include everyone they should.
Event attendees and prospect lists loaded into Salesforce with the right fields set.
List views for each segment, split between referral partners and individual contacts, with the right visibility for each rep.
Business development contacts grouped by account, territory and rep.
An alumni flag, engagement fields and an alert when someone is marked alumni.
Event invites and intro emails sent to a segment from Salesforce.
Stage, status, alumni and discharge fields sent to ActiveCampaign, with subscribe and unsubscribe kept in step.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We look at your contacts and the lists you send to, and show you which segments Salesforce can keep up to date for you.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We look at your Salesforce org and what your team needs from its contact lists.
Priced by project, not by the hour. You approve before we start.
Built and tested in a sandbox, away from live data, then deployed to production.
Your team walked through it, with support for fixes and new requests after go-live.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Yes. Fields, list views and reports in Salesforce handle segmentation, and mass email or ActiveCampaign handles the sending.
Yes. We clean up the address fields, backfill zip codes, and add region fields or filters so each region pulls the right contacts.
Yes. Stage, status and other fields go to ActiveCampaign so contacts land on the right lists and automations, with unsubscribes kept in step.
Yes. We load it into Salesforce, match it to existing contacts, and set the fields that put it in the right segment.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
