Salesforce + Work.comby Envoy
Create a new record in Salesforce from every visitor that signs in with Envoy.
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.
- Automatically capture each visitor as an object in Salesforce
- Generate more leads, capture contacts, and assign tasks
- Reduce manual data entry into Salesforce