We are happy to announce that you can now integrate SmartReach.io with Salesforce CRM.
With this integration Salesforce has a powerful email and follow-up automation service that focuses on deliverability while SmartReach.io 's users can connect and sync their conversations to the most popular CRM available seamlessly.
Use this powerful integration and automate your workflows to save time and improve efficiency.
How to integrate SmartReach.io with Salesforce:
Step 1: In your SmartReach account, goto settings --> integrations and Click on Connect Salesforce.
Step 2: Login to your Salesforce account
Step 3: Authorise permissions on Salesforce to let SmartReach connect.
Step 4: Now you will be redirected to map the fields in SmartReach.io with your Salesforce fields and click Save.
Step 5: You are now connected to your Salesforce account.
Automate workflows by creating triggers based on events in SmartReach.io and create actions in Salesforce and vice versa.
Note: Salesforce integrations are available only with our Ultimate plan. Check out the pricing here.