New integration: Salesforce
Note: first published on September 30, 2015
Salesforce is great for keeping track of online interactions with customers and potential customers, but what about in person meetings?
Our new Salesforce integration lets you skip the manual updates. In just one click, you can start creating new leads from visitors that sign in with Envoy. It’s perfect for coworking spaces, open houses, conferences — anywhere you need to easily follow up with the folks you meet.
And, Envoy won’t duplicate your existing leads. If a visitor is already a lead in Salesforce, we’ll just add a new entry to their activity history.
Please note : you can enable this integration on Envoy Premium & Enterprise plans, and requires an Enterprise or Unlimited Salesforce plan.
Read our help guide for tips on how to make the most of this integration, or enable this integration directly from your Settings > Integration page.
📩 Email us at [email protected] with any questions!
Best, Abby & Team Envoy
Read more
Tim Reed has secured facilities at Apple, Uber, and Aurora Innovation. Here's how he thinks about visitor management, and why most programs don't go far enough.
In this post, we’ll cover what a visitor policy is and walk through practical steps to create one that supports both security and compliance.
In this post, we go over the basics of what to look for when evaluating a visitor management system for your business.
Learn how a visitor management system can help you conquer compliance and be regulatory-ready in 2024 and beyond.
In this beginner's guide, we cover all the basics about visitor logs, including what they are, how they work, the info you should include, and more.
Easily keep track of workplace guests with visitor management software and a few key pieces of hardware.