How Flowcase and Salesforce exchange data

Flowcase Flowcase

Salesforce Salesforce

We haven’t catalogued what syncs yet

Direction is documented below; the records that cross aren’t yet.

Native

Salesforce integration

Offered by Flowcase

←Receives from Salesforce

Flowcase and Salesforce connect people and project data with the CRM. The described build is a Salesforce button that creates a proposal in Flowcase from a Salesforce opportunity.

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