Integrate Getform with Salesforce

Getform is a business software that helps the users to manage and automate their business tasks. Salesforce is a cloud-based CRM platform that is used by small, medium and large enterprises. Getform integrated with Salesforce makes it easy for the users to manage their sales and marketing activities. They can create, upload and send documents, files, forms and calendars with ease through both the systems. The integration of Getforms with Salesforce enables the users to use the features like Create a form, Create an order, Create a pipeline, Create a deal faster than ever before. It also helps the users to save time and money.

Integration of Getform and Salesforce

Getform is a business software which allows the users to manage their entire business operations in just one place. They can create, update, edit and delete documents, files, forms and calendars through this system. On the other hand, Salesforce is a cloud-based CRM system that provides various functionalities for sales and marketing teams. It helps them to increase their sales and marketing activities by automating their business processes. They can create contacts, leads, accounts, opportunities and cases by using this system. Getform is integrated with Salesforce through an API. This integration allows the user to send documents, forms and calendars from Getform to Salesforce directly. The features like ‘Create a Form’, ‘Create an Order’, ‘Create a Pipeline’ and ‘Create a Deal’ are available on Getform but they are not present on Salesforce. But the users of Getform can use these features in Salesforce as well by integrating both the systems.

Benefits of Integration of Getform and Salesforce

The integration of Getform and Salesforce offers various benefits like:

• The users of both the systems can create, edit and update documents and files at one place which saves them time and money.
• The users of both the systems can create an unlimited number of forms through this integration which also saves them time and money.
• The users of both the systems can create any type of calendar in their account without any coding or programming knowledge.
• The users of both the systems can create deals automatically once the user has added all their criteria in the form. It saves them time as well as money.
• The users can access all the existing data in their accounts without any effort.
• The functionality of Salesforce is much better through this integration of Getform with Salesforce which also saves lot of time for the users. They don’t have to search for anything else from other programs or websites because everything is available in one place.

The process to integrate Getform and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.