GUIDEcx + Salesforce Integration

  • 16 April 2024
  • 1 reply

Userlevel 7

 Using the GUIDEcx Recipe Builder you can integrate with Salesforce and make that integration as powerful as you want!

Here are some of the most common use cases for this integration:

  1. When an opportunity (SFDC) is marked as closed-won, a project is created in GUIDEcx.
  2. Sync data from GUIDEcx back to SFDC to maintain a single source of truth!

What ways have you used it? 

1 reply

Userlevel 7

I would’ve loved this integration at some of my old jobs!

I worked at a company that said

“if it’s not in Salesforce, it didn’t happen.”

That was the worst because it created so much extra admin work for me, now with this integration I could’ve held a meeting, sent a recap and rested easy knowing that the notes would’ve synced back to salesforce!