On April 6th, 2018, Cliently has launched an integration with Salesforce!

What does this integration do?

  • Works with Salesforce Lead, Contact and Opportunity objects

  • Syncs (Pushes) your Salesforce records to Cliently - My Clients (contacts) (one-way sync only for contact info)

  • Works with Cliently Workspaces

  • Add existing “flows” created in Cliently and instantly connect them in Salesforce

  • Create custom “flows” specifically for each Salesforce record

  • Track history of your flows/actions in each Salesforce record

  • Works in both Salesforce Classic and Lightning interface

Take a look at our FAQ and Video Overview, found here!

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