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Salesforce Integration

Fileboard integrates natively with Salesforce.

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Works on...

Customer engagement in Salesforce

No need to jump between Salesforce and Fileboard.

Use all of Fileboard from within Salesforce and S1.

Use Fileboard with your favorite CRM.

Finally, the missing engagement layer in your Salesforce activities.

Track email and attachments from within Salesforce

Email right from within Salesforce and track engagement of your content.

Intelligent cadences in Salesforce

Run cadences with Salesforce leads, contacts or accounts

Accurate Salesforce data logging

Stop wasting time on updating records manually in your Salesforce. Fileboard instantly syncs all sales activities, notes and logs with Salesforce.

Two way sync between Fileboard and Salesforce.

Instant sync of prospects, companies and contacts

All activity is updated in real-time to Salesforce.

Instant sync of all sales activities, notes and logs

All activity is updated in real-time.

More powerful Salesforce reports with Fileboard data

Add engagement data to leads, accounts, contacts, opportunities, sales activities, and task reports.

Customers that use and    ♥️    Fileboard

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