Setting Up Your Salesforce Integration

Salesforce is a customer management tool. You can learn more or sign up by visiting their website:

www.salesforce.com

We offer integration with Salesforce. Here are a few of the key features of this integration: 

• You can convert Salesforce opportunities to proposals
• Update Salesforce opportunities when a proposal is accepted
• Import Salesforce contacts directly into Bidsketch

Here's a rundown of how you can set up and take advantage of the features offered by this integration: 

Setting Up Your Integration

To set up your Salesforce integration, go to your account settings and click on the “API & Integration" tab. Then click on the “New Integration" button. Underneath the Salesforce logo click "Start" to get started:

From here you'll be taken to a verification form. Designate your closing date deadline, check the "import contacts" box, and click "save."

Your integration will now be working!

Turning Your Opportunities Into Proposals

You can create a proposal from any of your Salesforce opportunities with just the click of a button. To do this, click on the "Salesforce" tab from your main dashboard, and select "Create Proposal":

Importing Your Clients from Salesforce

There are two ways that you can import client information from Salesforce into Bidsketch:
1. During the initial integration setup, by selecting the “Import Contacts" box: 

2. Manually syncing your Salesforce integration after it's set up by clicking on the "sync clients" button next to the integration: