Company
Date Published
Author
Christian Mathiesen
Word count
399
Language
English
Hacker News points
None

Summary

The new Salesforce integration allows for automatic synchronization of customer onboarding progress and activities directly into Salesforce, providing sales teams with up-to-date visibility into user engagement with their products. This integration ensures that details such as whether a user completes a checklist, drops off during a tour, or completes a workflow are seamlessly recorded in Salesforce, eliminating the need for manual updates and uncertainty about customer journey stages. It offers real-time insights that help sales teams prioritize follow-ups and identify potential expansion opportunities. Compatible with both standard Salesforce and Salesforce Sandbox environments, the integration facilitates easy testing and organization-wide rollout by connecting through the Frigade dashboard integrations section.