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. Itâs perfect for coworking spaces, open houses, conferences â anywhere you need to easily follow up with the folks you meet.
And, Envoy wonât duplicate your existing leads. If a visitor is already a lead in Salesforce, weâll 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.
đ© Email us at hi@envoy.co with any questions!
Best, Abby & Team Envoy
Read more
Searching for a visitor management solution? Learn what to look out for and how to choose the best tech for your team.
Managing your space well doesnât have to be difficult. But if you want to be successful, you need the right approach.
A well-run workplace can set your team up for success. Learn why workplace management matters and how to do it right.
Workplace security is critical to the future of your business. Learn why it matters, what threats to watch for, and how to strengthen your workplace security plan.
In this post, weâll explore what workplace compliance is and how to build a compliance culture for your organization.
With more folks sending personal packages to the workplace, having a sound mailroom management system in place is key.