Salesforce Integration
I know we have Capsule, but Salesforce is a way bigger player in the CRM space. We'd like the option to use Salesforce.
I know we have Capsule, but Salesforce is a way bigger player in the CRM space. We'd like the option to use Salesforce.
Asking again if there is an update on this dead topic.
Salesforce is the biggest player in the CRM market.
Hi All
We are considering integration with Salesforce via Zapier. Salesforce has contacts, leads and opportunities. How would you think we should map our products, customers and sales/invoices to salesforce objects ?
Any ideas are welcome
Regards
DEAR Team
Just another update hoping 2023 will be the year something like this might happen.
Well customers should map to accounts, contacts to contacts, products to products, sales orders/invoices to opportunities. The tricky thing is that the various components need to be upserted in a particular order and this is where we have had to use creative thinking in getting orders from (eg) Magento to Salesforce using Zapier. If you need help, I have a brilliant SF developer I can put you in contact with.
Is there any update for implementing Salesforce integration. It is the #1 CRM in North America.
Any update on this one?