Salesforce
Assign conversations accurately based on Salesforce CRM data and save the time and effort spent in manual email delegation.
Salesforce is a leading cloud-based CRM platform used by support, sales, marketing, and IT teams worldwide. With features such as contact management, workflow creation, task management, customer engagement tools, analytics and more, it helps businesses to connect better with customers and potential customers.
Our Salesforce integration lets you auto-assign conversations accurately from a particular customer to the right teammate based on the HubSpot customer data. It saves your teams a lot of time and ensures an optimal and timely workload distribution.
About the integration
Simple to set up
The integration is simple to enable. You just need to log into Salesforce right from Gmelius using your credentials and set up automation rules to enable your CRM data-based email assignment.
Screenshots of the integration
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