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.
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