Shortlist–Salesforce Integration

Overview

Introducing the Shortlist x Salesforce integration. Now, you can implement data sharing between the Shortlist platform and the Worlds #1 customer relationship manager.

With this connection, you’ll enjoy automatic record keeping, calendar event creation and more in Salesforce when you take specific action in Shortlist.

Features

Create Event

Automatically generate events in Salesforce for key triggers in Shortlist like new tasks, payment due dates and more.

Update Contact

When a contractor is assigned to a task in Shortlist, automatically update the corresponding record in Salesforce.

Create Projects and Tasks in Shortlist

Pass data from specific fields in Salesforce to new Projects and tasks in Shortlist.

Approve Payments

Automatically sign-off on payments in Shortlist when specific criteria has been met in Salesforce.

Currently a Shortlist customer?

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See Documentation

Shortlist x Salesforce Integration

Cloud-based sales software.

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