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Salesforce and Findr

Salesforce unites marketing and sales. It’s a Customer Relationship Management (CRM) platform that tracks your customer interactions and sales data. With Salesforce, you can:

  • Automate marketing and sales processes
  • Manage prospects, leads, and customers
  • Improve customer experience
  • Make data-driven decisions

Integrating Findr and Salesforce will allow you to search for Salesforce data from your workspace. You can find leads, sales reports, customer details, contacts, and more effortlessly without disrupting your workflow.

Connect Salesforce with Findr

Follow these steps to connect Findr and Salesforce so you can get trusted information directly from Salesforce data within seconds:

Step 1: Log into your Findr account with credentials

Step 2: Go to Findr’s ‘Integrations Library’

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Step 3: Click on Salesforce

Step 4: Then click on ‘Connect’

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Step 5: Fill in your email and credentials to select the specific page or workspace you want to link

Connecting both tools will help you eliminate siloed data. Thus, with Findr AI, you can access everything about sales, marketing, and customers.