Salesforce + Manifestly Integration
Connect Manifestly to the Salesforce CRM Platform

Salesforce

Salesforce allows you to connect to your customers in a whole new way.

Benefits

Connecting Salesforce to Manifestly allows you to automate the use of one or more of your checklists to respond to new opportunities or cases. This integration can be utilized to not only start a checklist run, but assign it to one or more members of your team.

Use Zapier to Connect Manifestly to Salesforce

Zapier has excellent documentation on using Zaps to automate your business workflows. Once you sign up on Zapier, follow the directions to connect it with your Manifestly account.

  1. Create an account on Zapier, it's free!.
  2. Create the workflow on Manifestly that you want to run automatically.
  3. Create a new 'Zap' with Manifestly on Zapier.
  4. You’re all set! The automation runs in the background, giving you peace of mind.

Available Salesforce Zaps...