Help Desk Integration - Salesforce & Enchant

Monitor your project by connecting your Trello tasks to conversations in Enchant

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.

Relevant Information at Your Fingertips

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.

Integrate Salesforce & Enchant via Zapier

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.

Common Questions

Is there any extra cost for using Salesforce CRM Integration?
There are no extra changes for using Salesforce CRM integration with Enchant. In fact, all our integrations are included for free in our simple and affordable pricing of $15 per user per month. However, you must be on a premium plan with Zapier to create zaps using Salesforce.
How can we get more events or actions in Enchant to implement more specific workflows?
If you need a more targetted action for your workflow, please reach out to us with your specific use case to let us know. We are constantly improving the product based on customer feedback and it could be on our roadmap!

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