Synchronize Customer Information: with Salesforce

Tightly integrate external data sources into your apps, giving employees a unified customer view, on any device. Describe how Synchronized Data Sources and Marketing Cloud Connect work.

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Archive Synchronize Customer Information: with Salesforce to Google Drive, Dropbox, OneDrive and other cloud storage services

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Automate repetitive tasks in CRMs, G Suite, and other systems of record

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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.
Robotic process automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
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Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Advanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
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Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
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Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

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A brief guide on how to Archive Synchronize Customer Information: with Salesforce

Do you need to Archive Synchronize Customer Information: with Salesforce and work on it with others? airSlate is an automation platform that offers you and your team powerful functionality for managing workflows and collaborating together more efficiently. Build, configure, and automate dynamic no-code web forms with airSlate.

Follow the actions below to Archive Synchronize Customer Information: with Salesforce:

  1. Log in with your airSlate, signNow, or pdfFiller credentials.
  2. Pick a Workspace or create a new one.
  3. Click the Create New Template option in the left-hand menubar.
  4. Select the Choose from library drop-down option.
  5. Add forms or templates to your Template.
  6. Edit your document, include and configure fillable areas and esignatures.
  7. Create Roles, assign fields, and set up access permissions.
  8. Configure Integration Bots to pre-populate web forms and export data automatically.
  9. Enable Automation Bots to remind, notify, and route documents to intended recipients.
  10. Save adjustments and distribute your document.
Following that, your record will be ready for delivering. Distribute it with a shareable link or QR code or share with recipients using their email addresses. Mange customizable document workflows employing airSlate’s no-code features.

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