Brosix and Salesforce integration

You don’t need any code to connect Brosix and Salesforce.

How does it work?

How does this integration work?

In essence, the integration between Brosix and Salesforce provides businesses with real-time notifications on Brosix for important events in Salesforce.

This helps teams stay informed, take prompt action and collaborate efficiently.

Whether it’s responding to sales inquiries or coordinating tasks and projects, this integration enhances communication, streamlines workflows and ultimately contributes to better business outcomes.

For instance, the integration is triggered when:

  • a new outbound message is received in Salesforce
  • a record of the specified Salesforce object (i.e. Contact, Deal, To do, etc) is created
  • a field of your choosing (i.e. email address, status) is updated on any record of a specified Salesforce object (i.e. Contact, Deal, To-do, etc)
  • any record of the specified Salesforce object (i.e. Contact, Deal, To-do, etc) is updated

Here are examples of how the Brosix and Salesforce integration can be beneficial for businesses:

Use Case 1: 

Real-time Sales Updates

Integration between Brosix and Salesforce can help businesses stay updated with real-time sales information.

When a new outbound message is received in Salesforce, a notification is instantly sent on Brosix.

This means that  sales teams are immediately notified of important sales-related events, such as new leads or customer inquiries.

With this integration, businesses can ensure timely follow-ups, improve response rates and enhance customer satisfaction.

Sales representatives can quickly respond to inquiries, engage with prospects and close deals more efficiently, resulting in improved sales performance and revenue growth.

Use Case 2: 

Streamlined Collaboration and Task Management 

By integrating Brosix with Salesforce, businesses can streamline collaboration and task management processes.

When a record is created or updated in a specified Salesforce object, or when a specific field is updated, a notification is sent on Brosix.

This enables teams to stay informed about crucial updates and changes in Salesforce in real-time.

For example, when a new contact or deal is added or updated in Salesforce, team members receive an instant notification on Brosix.

This integration helps teams coordinate their efforts effectively, assign tasks and track progress on important projects.

It promotes better communication, collaboration and accountability among team members, leading to improved productivity and project outcomes.

What is Brosix?

Brosix is a cutting-edge messaging platform crafted for forward-thinking teams in search of flawless security and outstanding communication abilities.Equipped with an extensive array of features such as limitless file transfers, an interactive whiteboard and a comprehensive suite for collaboration, Brosix enables teams to maximize productivity and effortlessly achieve their objectives.Additionally, Brosix provides the flexibility of personalized branding options.In the dynamic and rapidly evolving work environment of tomorrow, Brosix has emerged as the ultimate solution, perfectly tailored to meet the needs of modern teams.

What is Salesforce?Salesforce is a leading global platform for customer relationship management (CRM). Their comprehensive suite of tools unifies your marketing, sales, commerce, service and IT teams, fostering seamless collaboration across any location.

By enabling your teams to work harmoniously, Salesforce empowers you to deliver exceptional customer experiences worldwide, ensuring the satisfaction of your valued clientele at every touchpoint.

What is Zapier?Zapier is the ultimate solution for productivity in the digital realm. Seamlessly linking diverse apps and services, it transforms laborious tasks into a breeze through its automated workflows known as Zaps.

The best part? You don’t need any coding skills. Integrating Brosix with Salesforce is a walk in the park.

Let Zapier take care of those monotonous tasks, accelerating work processes and adding a touch of simplicity to your everyday routine.

How to connect Brosix and Gmail through Zapier

  1. Create an account in Zapier
  2. Create a new Zap and select Salesforce as the trigger app
  3. Select an event in Salesforce that will trigger the integration
Brosix and Salesforce integration 1

  1. Sign in to your Salesforce account
  2. Click on Action, then select Brosix. Sign into your Brosix account and type the notification that you would like to receive when the integration is triggered
Brosix and Salesforce integration 2

  1. You can test the action and then publish it
  2. Then you can add more Actions and events that will trigger the integration.You just need to click on the plus sign

Thats’s it!

Stay in the loop, close more deals: the Brosix x Salesforce integration, keeping you ahead of the competition.

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