Everest Forms – Salesforce Integration Addon

Everest Forms – Salesforce Integration Addon

Main Features:
✔️ Salesforce Syncing: Connects Everest Forms to Salesforce, automatically pushing form submissions to your CRM.
✔️ Customizable Field Mapping: Map form fields to Salesforce fields, ensuring data accuracy and control over which data is sent.
✔️ Conditional Logic: Set rules for which form entries are sent to Salesforce, optimizing CRM data flow.
✔️ Lead & Contact Creation: Automatically creates new leads or updates contacts in Salesforce based on form entries.
✔️ Real-Time Updates: Instant data transfer keeps your Salesforce CRM updated, minimizing response time.

Benefits:
✔️ Improves Lead Management: Streamlines lead capture, making customer data available directly in Salesforce for quick follow-up.
✔️ Increases Data Accuracy: Reduces manual entry errors by directly mapping data fields from forms to Salesforce.
✔️ Enhances Team Efficiency: Eliminates repetitive tasks, freeing your team to focus on engaging with prospects and clients.
✔️ Flexible and Configurable: Easily adapts to any data collection needs with its robust mapping and conditional logic features.
✔️ Boosts Workflow and Collaboration: Ensures all teams access the latest data, improving collaboration and customer service.