Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
It's easy to connect Salesforce + Customerly without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new lead is created.
Triggers when a new user is created.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Salesforce is a cloud computing company that was founded in 1999 by Marc Benioff and Parker Harris. It provides a customer relationship management (CRM. platform. The company also provides marketing, financial, and commerce cloud applications to businesses. Its headquarters is located in San Francisco, California.
In its first year of operations, Salesforce generated $1 million in revenue. In 2006, the company made $100 million in revenue. In 2016, Salesforce had $8 billion in revenue, with an annual growth rate of 43 percent.
Salesforce service offerings include:
Sales Cloud – A CRM that helps companies manage their sales process.
Service Cloud – A platform that helps companies manage customer service.
Marketing Cloud – A platform for B2C companies to deliver personalized and targeted experiences to customers.
Platform as a Service – A cloud computing platform that helps developers build, test, deploy, and monitor applications.
Salesforce acquired companies like Heroku (a cloud platform-as-a-service), SteelBrick (a cloud-based predictive analytics spution), and MuleSoft (a cloud integration platform. It has also partnered with Google and Oracle to provide integrations with their respective software platforms.
Customerly is a startup based in New York City and Israel. It provides a website builder top which allows users to build websites using data and content from Salesforce. The company raised over $12 million in funding from investors such as Bessemer Venture Partners and Lightspeed Venture Partners.
It is possible to integrate Salesforce with Customerly to create customized websites with details regarding customers’ sales leads, products, and orders. Customerly’s website builder top can be integrated with Salesforce’s Lightning software development kit to create a custom user interface (UI. for Customerly’s website builder top. This integration makes it easier for users to create websites from Salesforce data and content.
A study published by True North Research revealed that 80 percent of marketers use some form of automation to increase productivity. The integration of Salesforce and Customerly increases productivity for both the user and the company. It removes the friction between building a website and managing sales leads, products, and orders because the website builder is provided on the same platform as Salesforce data.
There are many benefits of integrating Salesforce with Customerly. Users will be able to create websites faster than before because they will not need to switch between tops to retrieve data or content. This integration will also make it easier for users to create websites by using Salesforce data and content; this is because they will not need to manually type information into the website builder top.
The process to integrate Salesforce and Customerly 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.