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.
Miro (formerly RealtimeBoard) is an intuitive visual collaboration and whiteboarding platform for cross-functional teams.Miro 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 + Miro 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.
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.
Creates a new board.
Salesforce is an enterprise cloud computing company. It develops and markets a customer relationship management (CRM. application called Sales Cloud, with which companies can track and manage leads, contacts, opportunity, accounts, and sales. The product integrates with Microsoft Outlook, Microsoft Excel, Google, Oracle, SAP and other applications. In March 2014, Salesforce launched the Salesforce1 Platform.
Miro is a free video player application that allows users to stream, download, or record videos from the Internet. It includes support for several formats and codecs out of the box, including Flash Video (FLV), MKV, MP4, Ogg Video, WebM, WMV, Real Media (RMVB), QuickTime (MOV), Google’s VP8, and OGG Vorbis Audio. Users can also add their own file formats by installing plugins. In addition to video playback, Miro supports a number of additional features, such as audio-only playback and streaming from a number of well known sites. Miro also allows users to view the videos on their TV using Google TV or XBMC.
To integrate Salesforce with Miro, you need to install Salesforce Sales Cloud connector. Then Salesforce will automatically pull down data into Miro. You will be able to see your contacts in the People tab in Miro. Also you will see your opportunities in the Opportunities tab in Miro. In Opportunities tab you will be able to see opportunities organized by stage as well as opportunity details like its value, probability of closing and more. All of this information will update automatically so you can always be up to date about your sales opportunities. Product portfpio will also be available in the Products tab in Miro, so you can easily find the right product at the right time while talking to a customer. You can add custom fields on Opportunity Stage Name field on Opportunity Stage Name & Custom field tab on related list page for Opportunity object. You can fill these custom fields from Opportunity Lookup field of Contact object. With this custom field you will be able to see opportunity stage name from Contact details page. This helps your sales team keep track of opportunities status and communicate with customer regarding the same quickly and easily. You can add custom fields on Opportunity Stage Name field on Opportunity Stage Name & Custom field tab on related list page for Opportunity object. You can fill these custom fields from Contact Lookup field of Account object. With this custom field you will be able to see opportunity stage name from Account details page. This helps your sales team keep track of opportunities status and communicate with customer regarding the same quickly and easily.
I strongly recommend Salesforce because Salesforce CRM does not only allow you to store information about your customers but it also allows you to create reports on them to help you organize your business better. Furthermore, I recommend that you use Salesforce because it integrates with a lot of other programs that allow you to do things such as manage your online presence through social media marketing or manage your website through SEO. In addition to that, you can send deals via email through Salesforce and export your data into Excel spreadsheets to analyze it.
The process to integrate Salesforce and Miro 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.