SF
Category · CRM

Salesforce

Sync your Salesforce customers and opportunities with your Hiflow projects and invoices.

The Salesforce integration connects your CRM to your billing management. When an opportunity is won in Salesforce, a project or invoice can be automatically created in Hiflow with all customer information.

Avoid manual re-entry, keep your customer data consistent between the two tools and give your sales and operational teams a unified view of the customer lifecycle.

Screenshot coming soon

Salesforce