crm · Available
Salesforce integration with Truest
Accounts, contacts, opportunities and cases.
Overview
Salesforce is the customer record. The workspace indexes core CRM objects for the emails you declare. Salesforce sharing rules are not copied in this version.
Features
Truest understands and retrieves
- Accounts, contacts, opportunities and cases
- Names, stages and descriptions
Truest can do
- Connect with an access token and instance URL
- Search CRM next to mail
Benefits
A client question can pull the deal stage and the last email in one place, for people on the list.