Salesforce
Import Accounts, Contacts, Opportunities and Notes from Salesforce reports or Data Export files.
We are onboarding agencies in small groups. Tell us about yours and we will be in touch.
Salesforce import previewedjust nowWhat it does
Import from Salesforce and this is what changes
File import only
Export from a report or Data Export and upload.
Salesforce field labels are recognised, Opportunity stages map to your pipeline, and record ids are kept for de-duplication
Preview before anything changes, and undo in one click
Part of
CRM
See next quarter's recurring revenue and hand won clients to delivery without double entry.
Related
More in crm and crm
Questions
What does the Salesforce integration do?
Import Accounts, Contacts, Opportunities and Notes from Salesforce reports or Data Export files.
Will I lose history when I move from Salesforce?
No. The import brings your records across with their dates and notes. You see exactly what will come across before anything changes, and you can undo the whole import in one click.
Who can set up Salesforce?
A workspace admin. It takes a few minutes.
Agency operating software
Bring your Salesforce history with you.
One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.
We are onboarding agencies in small groups. Tell us about yours and we will be in touch.