Fileboard integrates natively with Salesforce.
– Free Trial Account, no credit card required –
CUSTOMER ENGAGEMENT IN SALESFORCE
No need to jump between Salesforce and Fileboard.
Use all of Fileboard from within Salesforce and S1.
Use Fileboard with your favorite CRM.
Finally, the missing engagement layer in your Salesforce activities.
Track email and attachments from within Salesforce
Email right from within Salesforce and track engagement of your content.
Intelligent cadences in Salesforce
Run cadences with Salesforce leads, contacts or accounts
ACCURATE SALESFORCE DATA LOGGING
Stop wasting time on updating records manually in your Salesforce. Fileboard instantly syncs all sales activities, notes and logs with Salesforce.
Two way sync between Fileboard and Salesforce.
Instant sync of prospects, companies and contacts
All activity is updated in real-time to Salesforce.
Instant sync of all sales activities, notes and logs
All activity is updated in real-time.
More powerful Salesforce reports with Fileboard data
Add engagement data to leads, accounts, contacts, opportunities, sales activities, and task reports.
CUSTOMERS THAT USE AND ♥️ FILEBOARD
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- Free Trial Account, no credit card required -