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Salesforce

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Salesforce is the world's leading customer relationship management (CRM) platform. They enable marketing, sales, commerce, support, and IT professionals to collaborate from anywhere, allowing businesses to manage customers easily. Combining it with Dropthought can provide significant value to its users.

This article will help you understand:

  1. How do you enable Salesforce integration on Dropthought?

  2. What are the various workflows that can be availed using this integration?

  3. What are the benefits of using Salesforce integration?


Benefits of Salesforce Integration

  • Automate real-time data exchange between the two platforms

  • Enhance communication between them

  • Sync data two-way

Enable Salesforce Integration

Follow the below steps to enable the integration:

  1. Navigate to the Integrations tab.

  2. Click on the Salesforce logo. You can view the available workflows below the app’s logo.

     

  3. Click on Connect now to get started with enabling the integration.

     

  4. From the following pop-up, enter the details. Click on Connect.

  5. Enter the Salesforce account credentials from the following screen and sign in to your account.

  6. Review the list of items that will be shared during the integration from the following screen. Scroll down to the end of the page and click on Allow to continue.

  7. You will find a success message within the Dropthought app.

You can now start using workflows. Learn more.

 

Disable Integration

Follow the below steps to disable the integration:

  1. Follow steps 1 and 2 from the enable integration section.

  2. Click on Disconnect to disable the integration.

  3. You will be prompted to confirm. Click on Yes, I am sure to continue.


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