Keep customer files up-to-date and available
doForms Integration integrates with Salesforce, to give you instant two-way data exchange between your field-based workers and your CRM system.
Keep your customer files up-to-date and available for your field sales and service workers. Data flows directly into Salesforce.com, no double-inputting. Pre-populate customer forms importing instantly from your Salesforce.com data. Send your Salesforce information to doForms to create lookup tables with your existing customer information.
You will use Salesforce SQL statements to map out specifically where you want to export your data within Salesforce from the doForms web dashboard. You can also send your Salesforce information to doForms to create lookup tables with your existing customer information.
Salesforce integration comes standard with the doForms Sync & Save option.Plans and Pricing