Connect Salesforce Essentials to Dovetail
Workload lets you integrate Salesforce Essentials with Dovetail in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Salesforce Essentials...
Then do this action in Dovetail!
How to Integrate Salesforce Essentials and Dovetail
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1. Authenticate your Salesforce Essentials and Dovetail accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Salesforce Essentials and Dovetail Using Workload
Integrate your business software in minutes
From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Salesforce Essentials + Dovetail Integrations
About Salesforce Essentials
Salesforce Essentials allows you to manage every customer conversation from anywhere. It's the fastest and easiest way to get started with CRM.
Related CategoriesCRM (Customer Relationship Management)
Similar Salesforce Essentials Apps
Yes! Salesforce Essentials and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Salesforce Essentials through it’s OAuth2.0 connection.
Prices for Salesforce Essentials vary according to usage. For the most accurate pricing, visit https://salesforce-essentials.com/pricing for more details.
About Dovetail
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
Related CategoriesProject Management
Similar Dovetail Apps
Yes! Dovetail and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Dovetail through it’s OAuth2.0 connection.
Prices for Dovetail vary according to usage. For the most accurate pricing, visit https://dovetail.com/pricing for more details.