Salesforce Integration Overview

The Qwilr Salesforce integration lets your team create personalized Qwilr Pages from your Opportunity, Contact, Account, and Lead records. This video gives you a quick primer on the integration.

Note: This integration is only available to Enterprise plan customers.

More Salesforce details:

• Setting up the Integration
• Creating Templates
• Creating and Managing Pages
• Automating Quotes with Pricebooks
• Creating workflows with Process Builder