As the leading cloud-based CRM solution, Salesforce offers companies of all sizes and industries the ideal system for managing customer relationships. Thanks to a large cloud portfolio and numerous tools, work processes can be easily optimized and all data centrally bundled.
With CLINQ, you can make calls using your CRM contacts displayed in the CLINQ app. This way, you will always see who is calling and don't have to switch between different tools.
Connect CLINQ and ActiveCampaign and then benefit from automatic contact synchronization. All changes or new contacts added in the CLINQ app during or after a call will then be automatically saved in your CRM.
Integration of Salesforce with the CLINQ App:
Clink on the User Icon, then "Settings" and then choose "Integrations".
In the "Integrations" view, scroll until you find "Salesforce", then click on the "Connect to Salesforce" button.
You will now be redirected to the Salesforce login page, log into your account:
Once logged in your will now be asked to approve the connection between Salesforce & CLINQ.
After Accepting, SalesForce and CLINQ should now be connected
Note: Depending upon the amount of contacts you have in your CRM, then it can take some minutes until all of your contacts are displayed.