Salesforce [video]

Updated 1 month ago by Michael Hulet

Integrating with your Salesforce Enterprise account allows you to import contacts, create opportunities and assign those opportunities to different stages.

To get started, go to your account settings and look under "Integrations" to select Salesforce. 

Then enter the subdomain used to access your Salesforce account and Log in to Salesforce. This will open the Salesforce login page. 

After the integration is complete, you can automatically assign different stages of opportunities to new, sent, won, and lost proposals. 

Creating New Opportunities:

When you create a new proposal and visit the settings screen, you’ll see a Salesforce tab 

Opening this lets you create a new opportunity or assign the new proposal to an existing opportunity in your Salesforce account. Proposify will assign the opportunity to the proposal lead as long as they have the same email address in Proposify as they do in Salesforce.

SalesForce & Streams

If you have Streams, you can choose which Streams will automatically create a new deal or opportunity when a new document is added to that Stream. 

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