Salesforce
Automatically create a service request when a Salesforce action is triggered.
InvGate Service Management + Salesforce
What is Salesforce?
Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses manage sales, customer service, marketing, and other critical functions. It offers a suite of applications and integrations designed to improve customer engagement, streamline operations, and enhance decision-making through data-driven insights.
How to connect InvGate Service Management to Salesforce?
You can easily integrate both solutions by using Zapier, a web automation app that enables InvGate Service Management users to connect to other online services like Salesforce and hundreds of others. To see all the possible integrations, click here.