Salesforce + Work.com

by Envoy

Create a new record in Salesforce from every visitor that signs in with Envoy.

Salesforce + Work.com
Salesforce + Work.com
Salesforce + Work.com
Salesforce + Work.com
Category
Sales and marketing
Pricing

$99 per location, per year to install

Salesforce offers trial and paid plans

Install requirements

Add-on purchase required

Salesforce account, Enterprise Plan or Unlimited Plan

Salesforce Administrator privileges

Works with
Visitors

About

Salesforce + Work.com

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

Category
Sales and marketing
Pricing

$99 per location, per year to install

Salesforce offers trial and paid plans

Install requirements

Add-on purchase required

Salesforce account, Enterprise Plan or Unlimited Plan

Salesforce Administrator privileges

Works with
Visitors