Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.Customerly Integrations
Salesforce + Google CalendarAdd new Salesforce events to Google Calendar as detailed events Read More...
Salesforce + SlackGet Slack notifications for new Salesforce opportunities Read More...
It's easy to connect Salesforce + Customerly without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new lead is created.
Triggers when a new user is created.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Salesforce is a cloud computing company based in San Francisco, California. It was founded by Marc Benioff, Parker Harris and Dave Moellenhoff on February 8, 1999. The CRM software company provides customer relationship management services.
The Salesforce CEO said in a statement that “Salesforce is not for sale, and our Board will continue to take the actions necessary to ensure that we are well positioned for the future success of our company, our customers and our employees.”
Customerly is a customer service platform that helps businesses deliver personalized service across channels and devices. The platform enables businesses to make their agents more productive by allowing them to cplaborate and be more data-driven in their decision-making process. In addition, Customerly's automation engine automates and streamlines key processes such as scheduling appointments, handling basic support issues and responding to complaints.
Integration with Salesforce
With Salesforce integration, you will be able to manage your customer experience across channels and deliver personalized service over any device from a single platform. You can get deep insights into each customer and automate routine tasks like scheduling appointments and dealing with basic support issues. Best of all, you can do this at scale without increasing the size of your support team.
Integration with Customerly
With Customerly integration, you can deliver a truly personalized digital experience to your customers. With social media monitoring, you can instantly engage with customers through the right channel. You can also give them accurate and relevant information about product features, competitive offers and much more. Plus, Customerly’s unique automation engine helps you boost agent productivity by eliminating repetitive tasks like scheduling appointments or replying to common questions. You can easily adapt your marketing strategies and content based on the needs of each customer. And with our powerful analytics, you can measure the performance of each customer journey and optimize for better results.
The process to integrate Salesforce and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.