Connecting
Salesforce
with Curiosity
Salesforce tracks customer interactions, but sifting through deals and contacts can be overwhelming. Integrating with Curiosity gives you quick access to key information.
Find sales opportunities, contacts, emails in one place
Search Salesforce directly from Curiosity
Open Salesforce deals from the command bar
Go to Apps in Curiosity, select "+"
Choose Salesforce, then click Connect
Log in to Salesforce, authorize Curiosity
This setup allows you to seamlessly integrate Salesforce into your workflow, enhancing productivity and sales management through Curiosity. For detailed steps, consult the user guide.