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!