Salesforce
Connect Salesforce with Keybe
The integration between Keybe and Salesforce is designed to optimize the management of contacts, accounts, and opportunities, ensuring seamless and bidirectional synchronization between both platforms. This system enables the centralization of critical information, reduces duplications, and keeps data consistently updated, providing an efficient solution for client and sales management. Below are the main functionalities of this connection, organized into three key categories: contacts and clients, accounts or companies, and opportunities and sales.
Contact Creation
New contacts created in Keybe are automatically added to Salesforce, and new contacts created in Salesforce are automatically added to Keybe, simplifying client information centralization.
Bidirectional Contact Synchronization
Contacts are synchronized across both platforms so that any updates made in Salesforce are reflected in Keybe, and vice versa.
Company Creation
New companies created in Salesforce are automatically added to Keybe, facilitating information centralization. It is important to note that companies must have a contact detail in Salesforce, such as an email or phone number, to be successfully created in Keybe.
Opportunity Creation
Opportunities generated in Keybe automatically create sales opportunities in Salesforce, and opportunities/businesses generated in Salesforce automatically create sales opportunities in Keybe.
