Salesforce Integration Software Solutions

Our bi-directional Salesforce + Streamline AI integration allows your sales team to create a Streamline request without having to leave Salesforce.

• Our Salesforce integration allows requestors to create Streamline tickets directly within the Salesforce opportunity
• Request fields, like counterparty name or deal size, are autopopulated with data pulled from the opportunity, so there's no need to double enter data
• Request forms are fully configurable without code
• Our workflow builder triggers based on your designated request inputs, such as approvals triggering based on contract size or nonstandard terms
• Give the Sales team visibility into request status, such as approvals and assignments, directly within the Salesforce opportunity
• Minimize change management for your stakeholders by meeting them in the systems they prefer to use