Salesforce CRM Connector
WorkflowMax now connects to Salesforce, the most powerful CRM software in the world.
Built by Blirt Labs in Australia, this integration connects WorkflowMax to Salesforce, the world's most powerful CRM software in the world. Now, you can quickly convert opportunities won into jobs and manage your entire sales and production process with a few clicks.
How it works
With WorkflowMax and Salesforce working together, you can:
- Push accounts/contacts in Salesforce to clients/contacts in WorkflowMax – maintaining one global database of contacts for easy searching.
- Create a job in WorkflowMax from an opportunity won in salesforce – no more double entry.
- Completely customize the integration to suit your business requirements.