Convin offers a native two way integration to update & fetch data from salesforce. In just two clicks.
Convin integrates with Salesforce to keep your sales data accurate and gives you a 360-degree view of your pipeline. This two-way integration syncs contact, account, and opportunity data automatically, and a recording link is pushed to Salesforce as soon as your meeting ends.
How to enable Convin X Salesforce integration?
1. Log into the Convin dashboard.
2. Go to the ‘Settings’ section on the left panel.
3. Then go to ‘Integrations’ and look for ‘Salesforce’ under ‘CRM Integrations’
4. Click ‘Connect’ on Salesforce Integration, and you’re all set.
5. In case you want to disconnect the Integration. Go to the Integrations page and click ‘Disconnect.’
If you have trouble setting this up for your use case, please contact us at contact@convin.ai.
New integrations are coming regularly to make sure the operations run smoothly. If you don't find the integration you're looking for, just drop a line. We'll make it happen.
