VISITOR MANAGEMENT
|
Oct 14, 2015

New integration: Salesforce

Now you can start creating Salesforce leads from visitors that sign in with Envoy.
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Envoy Author
Writer
Marketing Specialist

Note: first published on September 30, 2015

Salesforce is great for keeping track of online interactions with customers and potential customers, but what about in person meetings?

Our new Salesforce integration lets you skip the manual updates. In just one click, you can start creating new leads from visitors that sign in with Envoy. It’s perfect for coworking spaces, open houses, conferences — anywhere you need to easily follow up with the folks you meet.

And, Envoy won’t duplicate your existing leads. If a visitor is already a lead in Salesforce, we’ll just add a new entry to their activity history.

Please note : you can enable this integration on Envoy Premium & Enterprise plans, and requires an Enterprise or Unlimited Salesforce plan.

Read our help guide for tips on how to make the most of this integration, or enable this integration directly from your Settings > Integration page.

📩 Email us at hi@envoy.co with any questions!

Best, Abby & Team Envoy

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What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
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AUTHOR BIO
Envoy Author
Writer

This post was written by one of the many writers at Envoy who are passionate about helping educate and inspire workplace leaders. We cover everything from the visitor and employee experience, to space and delivery management, to the workplace tech-stack that keeps it all running.

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