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 Salesforce Flows
Looking for help? Drop us a line at [email protected].