All integrations
Salesforce
Use Salesforce tools through your authorized organization account.
- Category
- CRM
- Availability
- Listed in Chippi’s integration catalog
Example task
Connect your brokerage’s CRM context.
Work with relevant contact or pipeline information.
Connect in your workspace
- Open Integrations in Chippi and choose Salesforce.
- Authorize the account you want to use and check the requested permissions.
- Use the available tools for a specific task. The actions available depend on the connected account and its permissions.