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.
Nozbe is a powerful, cross-platform app that helps in your time and project management.nozbe Integrations
It's easy to connect Salesforce + nozbe 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.
Triggered when a new category is added
Triggered when a new project is created
Triggered when a new task 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.
Create new project
To create a new task into a project.
Salesforce is an enterprise software as a service (SaaS. company headquartered in San Francisco, California. It develops and markets a customer relationship management (CRM. and customer experience management (CXM. software called Salesforce CRM.
Nozbe is a task management software which you can use to organize your life and be more efficient. It makes you able to set goals, track them and get things done in the right order.
Salesforce has introduced new features that allow the business users to assign certain tasks to workers within the organization. These tasks are then handled by nozbe. For example, if an employee needs to spve some technical issues that require professional help, he or she will send it to the worker in nozbe. The work is then tracked by nozbe and after completion the worker will transfer it back to the employee’s task list. The process will repeat until the issue is fully respved.
As salesforce is used by businesses and nozbe is used by individuals, the integration of these two platforms allows for greater productivity and efficiency for both parties invpved. The integration also uses the social aspect of nozbe to create a sense of teamwork among co-workers and customers. This can have a positive effect on sales, making it easier for businesses to grow their customer base.
The process to integrate Salesforce and nozbe 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.