xnode’s Salesforce integration enables seamless CRM data management, ensuring better customer insights and automated reporting.
Key Benefits
✅ Sync customer insights & reports from Salesforce.
✅ Automate AI-driven sales data analysis.
✅ Track sales workflows within xnode dashboards.
How to Set Up
- Go to Resources > Integrations.
- Enable Salesforce and authorize access.
- Choose which Salesforce records to sync with xnode.