Here we see how to use Connect iPaaS to automatically create a new incident in ServiceNow when a case is added to a specified account in Salesforce. This common use case allows for full visibility between departments or partners that use different platforms.
In this tutorial, we’ll show you how to create an opportunity in the Salesforce CRM of your partner or vendor when an opportunity is created in Microsoft Dynamics CRM. This integration helps with B2B communication and eliminates unreliable manual information transfer.
When an account needs support, the sales and service teams rely on manual processes to relay information between departments. This creates a time delay and leaves room for error, which negatively impacts the customer experience.
Integrating Salesforce with ServiceNow enables sales and service teams to work together to provide a seamless customer experience.
When an account needs support, the sales and service teams rely on manual processes to relay information between departments. This creates a time delay and leaves room for error, which negatively impacts the customer experience.
Integrating Salesforce with ServiceNow enables sales and service teams to work together to provide a seamless customer experience.
When a CRM agent creates a ticket, the resolution often lies with a vendor or contractor. Customer experience is negatively impacted when external support teams are not engaged immediately with all relevant information.
Integration of PagerDuty and Salesforce allows for an incident to be created in the PagerDuty system of a vendor or contractor in real-time.
When a CRM agent creates a ticket, the resolution often lies with a vendor or contractor. Customer experience is negatively impacted when external support teams are not engaged immediately with all relevant information.
Integration of PagerDuty and Salesforce allows for an incident to be created in the PagerDuty system of a vendor or contractor in real-time.
Sales people manage accounts in Salesforce, and professional services manage customer implementations in Smartsheet. Copying data from one system to another wastes time and creates the potential for errors.
Integrate these two ecosystems with Connect iPaaS so that when an order is processed in Salesforce, a row is added in Smartsheet.
Sales people manage accounts in Salesforce, and professional services manage customer implementations in Smartsheet. Copying data from one system to another wastes time and creates the potential for errors.
Integrate these two ecosystems with Connect iPaaS so that when an order is processed in Salesforce, a row is added in Smartsheet.
When a new employee joins an organization, an admin must provide access to Salesforce and assign an applicable license. A delayed or missed de-activation of the user could allow a terminated employee access to sensitive data, causing risk.
Integration of Active Directory (AD) and Salesforce automates user creation and user lifecycle management. When a user is created in AD with Role-Based Access (RBAC) to Salesforce, his or her account is automatically created in Salesforce. Upon termination, the access is removed from Salesforce in near real-time, with no human intervention needed.
When a new employee joins an organization, an admin must provide access to Salesforce and assign an applicable license. A delayed or missed de-activation of the user could allow a terminated employee access to sensitive data, causing risk.
Integration of Active Directory (AD) and Salesforce automates user creation and user lifecycle management. When a user is created in AD with Role-Based Access (RBAC) to Salesforce, his or her account is automatically created in Salesforce. Upon termination, the access is removed from Salesforce in near real-time, with no human intervention needed.
See how RoboMQ Connect can be used to integrate Salesforce and ServiceNow to fulfill service components of an order for a full cycle order-to-fulfillment business process.
