Delivra' Salesforce Integration includes the following:
- Automatic two-way sync between Delivra and Salesforce
- Add Delivra contacts to Salesforce as a Lead or Contact
- Sync Salesforce Opportunities with Delivra
- Sync data to Delivra from Salesforce custom objects related to lead or contact records
- Custom field mapping between Delivra and Salesforce
- Sync Salesforce custom objects to Delivra
- View Salesforce data in Delivra
- Opt-outs are synced between both platforms
Notes
- Please contact Support or your Client Success Representative to add Salesforce to your account.
- Delivra uses Salesforce version 39.0.
Resources
- Read more about the integration here.
- Visit our e-Learning hub for online modules to learn more about our Salesforce integration & other Delivra features.
- Ready to install? Review the instructions here.
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