by Abby Beard ・ News & updates

New integration: Salesforce

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 [email protected] with any questions!

Best, Abby & Team Envoy