CRM & Sales
Quickpage + Salesforce
The deepest integration Quickpage offers. Reps find any Salesforce record from the share window, every page view lands back on the record as a Note or Task, and workflows can trigger on any Salesforce object you connect, standard or custom.
- Vendor
- Salesforce
- Category
- CRM & Sales
- How it connects
- OAuth: you approve Quickpage from inside Salesforce.
- Best for
- Teams running Salesforce as the system of record who want follow-up activity visible where management already looks.
What moves
Exactly what flows, in each direction
No vague talk of syncing. Here is what the connector actually does.
From Salesforce into Quickpage
- Contact, Lead, and custom object search using your own field mappings
- Any Salesforce object you connect, standard or custom, as a workflow trigger, with fields discovered from your own org
- Files attached to a record, streamed onto a Quickpage
From Quickpage into Salesforce
- A note on the customer record for every interaction: the page shared, opened and watched, each chat or text, and any form submitted
- A Task with proper record linkage when a rep places a call
In practice
A new lead gets a personal video before a rep opens their laptop
A Lead is created in Salesforce
Quickpage sees it and starts a workflow
The workflow builds a page from the right template and assigns the owning rep
It waits until business hours in the customer’s timezone, then sends the text
The view lands back on the Salesforce Lead as a Note
Uses
The Quickpage features this powers
Related
Other connections teams pair this with
Connect Salesforce to Quickpage
Bring your setup to a demo and we will confirm the fit before you commit to anything.
No contract on Essential. Free migration from your current tool.