Salesforce

Connect GoCanvas to your CRM


About Salesforce

Combine two completely customizable solutions—GoCanvas and Salesforce. The possibilites are endless! Schedule a consultation to talk through your specific needs and learn how this integration can save you thousands of hours in lost time across your organization.

Features


Connect the Field to your Office

  • Seamlessly coordinate information between departments in your business and keep your operation running at maximum efficiency


Automatically Create a Dispatch for Closed Opportunities

  • Allow your sales team to dispatch necessary details automatically once an opportunity is closed, so other teams can do their part to help your customers


Pre-populate GoCanvas Forms with data

  • Allow your mobile users to have the latest Salesforce contacts appear in their GoCanvas forms on their devices


Upload Documents Automatically

  • Automatically attach GoCanvas form submission documents to your customer accounts in Salesforce to eliminate data entry errors or forgotten documents



Can’t find what you need?

Our Solutions Engineers can help you identify opportunities in your current processes where GoCanvas Integrations can improve your business.

Schedule Consultation