Connect your Salesforce CRM to reference customer and lead data in context, automate document generation, or tie insights to accounts.
Key Benefits
- Sync customer insights & reports from Salesforce.
- Automate AI-driven sales data analysis.
- Build product proposals based on account insights.
How to Set Up
- Go to Integrations from the left navigation bar (or) click the three-dot menu and select Integrations.
- From the CRM tab, enable Salesforce.
- Fill in the required fields:
- Salesforce Username
- Password
- Client ID
- Client Secret
- Click Connect to establish integration