Envoy + Salesforce integration

Your sales team knows the importance of logging every interaction, and the the Envoy + Salesforce integration helps track in-person meetings. When you connect your Salesforce account to Envoy, each visitor can become a new object (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