Salesforce CRM is a comprehensive customer relationship management (CRM) platform that helps businesses manage customer relationships and data. It allows organizations to track leads, accounts, and contacts all from one platform.
Using Salesforce, businesses can better understand their customer base and maximize sales potential. The tools also makes it possible to create personalized customer experiences by leveraging customer data to tailor products and services to each customer’s individual needs.
With Salesforce integration, Enchant can automatically create a customer whenever a new customer is created in Salesforce CRM. This keeps the customer information in sync and available right beside each conversation in your inbox.
Using data from Salesforce CRM, businesses can automate mundane and repetitive tasks, follow up with leads faster, and measure the success of their sales campaigns and provide exceptional customer service without wasting time in logging into multiple products.
Connect your Salesforce account with Enchant by adding the Zapier app from the settings page. It's a hassle free no-code solution that does not require use of advanced technical skills.
When you add the Zapier app, the system will guide you through a few simple steps to give Enchant access to your Zapier account. If you have any questions, feel free to reach out to us for more details.
Once Zapier app is installed, you can create Zaps to connect Salesforce with Enchant in your Zapier account to automate the desired workflows.
Read here for more details on how to install Zapier app.