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All integrations

CRM

Salesforce for your Agent

Flow can look up contacts, companies and deals in Salesforce, and with read and write access it can update records.

It asks for your approval before it changes anything in Salesforce. Connect by signing in with Salesforce.

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Which Salesforce deals are linked to tenders closing this month?

Connect Salesforce in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Salesforce.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Salesforce.

What Flow can do depends on what Salesforce offers through its API and on the access you choose.

Things to ask

Type these to Flow once Salesforce is connected.

  • Salesforce

    Which Salesforce deals are linked to tenders closing this month?

  • Salesforce

    Create a Salesforce deal for the Vienna hospital tender, with its value and deadline.

About Salesforce

Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.

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