Bi-Directional Real-time Integration with Salesforce


Table of Contents

Table of Contents

Want to Improve Your Team's Sales Performance?

Key Features

Lead or Account Object

Leads/Accounts created in SPOTIO will be created in Salesforce and any custom field information will be passed over. Activities created in SPOTIO will be created as Tasks in Salesforce.

Custom Field Mapping

Specify what fields should sync and updated in real time so the data flows seamlessly. Any field in Saleforce can be synced to SPOTIO and vice versa.

Salesforce Native

The power of Salesforce with modern sales engagement capabilities designed for the field. Once admins setup the integration and decide how they want their sales data to flow, reps can work in the field and automatically pass critical information right back into Salesforce.