Latest features Salesforce Integration - Beta Release

Salesforce Integration - Beta Release

Released October 29, 2022

We have created a Salesforce integration that lets you launch workflow runs in Manifestly simply by clicking a button within Salesforce. We’ve also greatly improved the ability to update records in Salesforce when a Run or Step is completed in Manifestly.

The Manifestly integration with Salesforce is now available via request. If you want to integrate your Manifestly account with your Salesforce account, this Manifestly Salesforce app let’s you:

Create buttons and triggers in Salesforce objects such as contacts, leads, and organizations to automatically create runs in Manifestly
Work on Manifestly right within Salesforce with no need for another browser tab
Create Salesforce Flows to update records in Salesforce with runs or steps are completed in Manifestly

The integration is currently in Beta and not available in the Salesforce AppExchange. After this beta period and approval by Salesforce, the app will be available in the AppExchange.

Salesforce Integration - Beta Release is live in every account

Open Manifestly to try it, or book a walkthrough with our team.

Open Manifestly Book a Demo

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