Salesforce: Process Builder
The Salesforce/Qwilr integration supports Process Builder, which will help you automate many tasks.
Note: The Salesforce integration is available only on our Enterprise plan.
You can do a lot with Process Builder, using the creation or acceptance of a Qwilr Page as the starting point. Here are a few examples:
- Schedule a follow-up call a week after you send a Qwilr page to a client
- Automatically create a new Deal record when you create a Qwilr page from a Contact record
- Generate an email to your VP of Sales when a Qwilr page is accepted
To get started building workflows in your Salesforce account, use their instructions for Process Builder.