Salesforce: Edit Contact Fields from respond.io
complete
Ahmed Nassar
Business Problem:
Currently, Users cannot edit Salesforce fields directly within respond.io. This limitation forces teams to switch between platforms, leading to inefficiencies, inconsistent data, and fragmented workflows.
Desired Outcome:
- Direct Salesforce Field Editing:Enable users to edit Salesforce contact fields directly from respond.io.
- Improved Data Consistency:Ensure changes made in respond.io are reflected in Salesforce
Use Cases:
- Seamless Salesforce Updates:A sales rep updates a customer's status directly in respond.io, and the change syncs instantly with Salesforce.
The Current Workaround:
- Manually switching between respond.io and Salesforce to edit contact details.
Ahmed Nassar
complete
You can now edit Salesforce data directly on respond.io—no need to switch between platforms! Customize which fields are shown and update them instantly to keep your CRM data clean and current. Learn more here.
Ahmed Nassar
in progress