Integration with SalesForce
complete
Artem Kunytsia
As a sales consulting company, we often have clients who run their CRM operations in Salesforce. In order to streamline our communication, we need to pass specific fields of data between SmartSuite and Salesforce, mainly related to accounts, contacts, leads and opportunites.
Here are our specific use cases:
- Ability to create and update records in SmartSuite based on changes in Salesforce, based on a Trigger event in SmartSuite automations.
- Ability to create and update records in Salesforce, based on a Trigger event in SmartSuite and an Action that sends data to Salesforce.
- Ability to set up a real-time sync integration between SmartSuite and SalesForce. This sync would be a direct integration and not automation that is based on a specific Trigger.
Artem Kunytsia
complete
Rachel Dew
Artem Kunytsia: Hi Artem, with this marked as complete, does this mean that all three phases have been completed, or only the first phase?
If only the first phase is there some way to keep track of the subsequent phases?
Jon Darbyshire
in progress
The first phase of this feature request in being implemented now by our dev team.
Brian Dollen
planned
This is planned and will be implemented in 3 phases. The first phase will be the ability to Create or Update records in SalesForce based on a trigger from inside SmartSuite. The second phase will include using SalesForce as a Trigger to update,s records in SmartSuitephase and the third pahse will include a direct syn integration between SalesForce and SmartSuite.update