Envoy + Salesforce integration

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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.


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Automatically capture each visitor as an object in Salesforce

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Generate more leads, capture contacts, and assign tasks

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Reduce manual data entry into Salesforce