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!