Emails + SalesForce

Synchronise Emails with SalesForce

Info
Emails

Emails

Data
Info
SalesForce

SalesForce

Customer Relationship

Send your data by email by integrating with SalesForce to better manage your sales.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

What solutions does SalesForce offer?

Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.

Can I import data from Excel into the Salesforce CRM?

Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.

Can I send any type of data by email?

We can send doc, csv, xls, txt or zip files. We do not support sending images or large files at the moment.

Can I decide how often emails are sent?

For file transfer, you can choose between daily, weekly, monthly or yearly sending. E-mail notifications will be sent automatically, for example when a new order is received in your online shop.

Connect Emails and SalesForce

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Emails and SalesForce easily

Data

The Synchron messaging tool allows you to automate the sending of your data by email, whether it is your marketing data, customer data, invoices, or sales from your online shop.

Customer Relationship

SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.

https://www.salesforce.com

Questions about the integration?

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