Connect Knowify to Salesforce
Workload lets you integrate Knowify with Salesforce 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 Knowify...
Then do this action in Salesforce!
How to Integrate Knowify and Salesforce
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1. Authenticate your Knowify and Salesforce 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 Knowify and Salesforce Using Workload
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From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Knowify + Salesforce Integrations
About Knowify
Knowify is a job costing and project management platform for contractors.
Related CategoriesProject Management
Similar Knowify Apps
Yes! Knowify and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Knowify through it’s OAuth2.0 connection.
Prices for Knowify vary according to usage. For the most accurate pricing, visit https://knowify.com/pricing for more details.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related CategoriesCRM (Customer Relationship Management)
Similar Salesforce Apps
Yes! Salesforce and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Salesforce through it’s OAuth2.0 connection.
Prices for Salesforce vary according to usage. For the most accurate pricing, visit https://salesforce.com/pricing for more details.