Seamless CRM Integration for Real-Time Marketing Automation

A global technology company specializing in CRM and marketing automation was facing significant challenges in maintaining real-time data consistency between Salesforce and Braze. Their goal: improve campaign effectiveness by ensuring accurate, synchronized customer data across systems.

Challenge

Manual data handling, inefficient cron job scheduling, and frequent mismatches between Salesforce and Braze led to inconsistent customer journeys and marketing inefficiencies.

Data Inconsistency and Manual Effort

Inconsistent data updates across platforms and high manual effort for ingestion and validation

Delayed Customer Data Sync

Delays in syncing customer records, affecting personalization

Solution

Integration Strategy

Entrans developed a robust data ingestion framework using Node.js and TypeScript. The solution ensured real-time synchronization between Salesforce and Braze, eliminating data lag and minimizing manual intervention.

Key Initiatives

  • Automated scheduled cron jobs for precise data extraction and transfer
  • Real-time sync and validation through a centralized database layer
  • Scalable architecture to handle large-scale, high-frequency updates

Implementation

The project followed a phased approach:

  • Phase 1: Data mapping and structured ingestion workflows
  • Phase 2: Real-time update validation and automation via cron jobs
  • Phase 3: Optimization and deployment with monitoring and alerting systems

Business Impact

With seamless CRM-to-marketing automation sync, the client improved customer segmentation, campaign timing, and personalization accuracy. This boosted user trust and marketing performance while laying the foundation for multi-platform integrations.

Client Quote

“This integration has drastically improved our data consistency and marketing automation efficiency. The seamless synchronization between Salesforce and Braze has helped us enhance customer engagement without worrying about outdated data.”
— Client Representative

Key Takeaways

  • Seamless real-time data sync between Salesforce and Braze
  • Reduced manual load and faster campaign readiness
  • Scalable, low-maintenance infrastructure for future growth

Future-Ready Advantage

We combined real-time data automation, scalable cloud engineering, and seamless CRM integration to future-proof marketing operations and elevate customer engagement.

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Outcomes

01

99% data accuracy between Salesforce and Braze

02

70% reduction in manual intervention for data updates

03

Instant data reflection, enabling faster, targeted customer engagement

Technology Stack and Architecture

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Methodology

Key step of the project are the following

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