What does it do?
Here are the main ways to use this integration:
- Sync customer data: Automatically push key customer and service information into Salesforce as new leads, contacts, or cases, ensuring your team always has up-to-date records and insights.
- Seamless Customer Communication: Use the Business App to maintain open, efficient communication with your customers. Send timely updates, respond to messages, and share quotes, all while syncing those interactions with your Salesforce account.
- Trigger automated campaigns: Use data from Salesforce to trigger email or text campaigns in engaging your customers at the right moment, such as after a deal closes or a service milestone is reached.
How does it work?
To set up your connection with Salesforce, click on the “Add connection” button and follow the instructions. You can disconnect at any time.
Requirements
- A Salesforce account
