Accelerating Deals with Checkbox & Salesforce: No-Code Workflow Integration
Learn how you can seamlessly connect Salesforce data into automated workflows on Checkbox’s no-code platform.
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February 9, 2023 11:00 AM
When building stronger relationships with other business functions, it's important that the systems that we live in work seamlessly together with widely used tech tools.
So it doesn't help when these systems continue to stay disconnected and require business users to constantly switch between tools or to spend time with manual entries - leaving us siloed from the rest of the business.
Using Checkbox’s latest integration with Salesforce, sales and legal teams can get deals done quicker by accelerate the creation, approval and signing of contracts, whilst eliminating data entry and administrative work.
Join us in this feature showcase and learn how you can seamlessly connect Salesforce with your automated workflows on Checkbox’s no-code platform.
Together with Minwoo Yim, Product Manager at Checkbox, we'll go through:
- How users can integrate their Salesforce account with Checkbox using a single click, connecting the data and documents between the two systems
- The key automation use-cases for the Salesforce integration
- Walkthrough of a connected, automated workflow from document creation, redlining and approvals, through to execution and storage.