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Salesforce Integration

With Kroolo’s Salesforce integration, you can effortlessly connect your Salesforce data to Kroolo, creating tasks and managing leads seamlessly.

Salesforce
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Importable Entities

  • starEntitiesImageTasks & sync Contacts
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Integration Access Roles

Owner

Org Admin

Integrate in 5 Simple Steps

  • 1
    Log into KrooloNavigate to your Kroolo account and go to the Integrations section.
  • 2
    Select SalesforceChoose Salesforce from the list of available integrations.
  • 3
    Connect Your Salesforce AccountSign in to Salesforce and authorize Kroolo to access your tasks and contacts.
  • 4
    Choose Data to SyncSelect the tasks and contacts you want to import into Kroolo.
  • 5
    Start Managing in KrooloOnce synced, your Salesforce data will appear in Kroolo, ready for task management and collaboration!
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For detailed guidence, visit our Help Center

Key Features of Salesforce - Kroolo Integration

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Seamless Task Creation

Create and manage tasks from Salesforce directly in Kroolo.

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Efficient Contact Management

Sync contacts easily, ensuring smooth collaboration within your team.

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Centralized Project Data

Consolidate your Salesforce data and project tasks in one platform.

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Save Time

Eliminate the hassle of switching between tools and focus on execution.

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Effortless Setup

Connect Salesforce to Kroolo in just a few simple steps.

Start your integration now and bring your Salesforce data into Kroolo for a more efficient project management experience!

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