Salesforce
Create a new record in Salesforce from every visitor that signs in with Envoy.
$99 per location, per year to install
Add-on purchase required
Salesforce account, Enterprise Plan or Unlimited Plan
Salesforce Administrator privileges
About
Salesforce
Your sales team knows the importance of logging every interaction, and the the Salesforce integration helps track in-person meetings. When you connect your Salesforce account to Envoy, each visitor can become a new record (Task, Account, Contact, Lead, etc.) when they sign in. With our Salesforce Rules Manager, you have total flexibility to configure how Envoy fields map to Salesforce fields.
Benefits
- Automatically capture each visitor as an object in Salesforce
- Generate more leads, capture contacts, and assign tasks
- Reduce manual data entry into Salesforce
$99 per location, per year to install
Add-on purchase required
Salesforce account, Enterprise Plan or Unlimited Plan
Salesforce Administrator privileges
