What's in it for you
Showpad and Salesforce are a powerful combination. Showpad’s Salesforce integration capabilities will enable sales reps to focus on selling and ease the pain of administrative work. It's a great way to share specific content, available in Showpad, with customers and prospects. The corresponding contacts, opportunities, and meetings are stored in the Salesforce CRM.
- Access the Showpad app with your Salesforce account
- Compatible with Salesforce Classic and Lightning
- Sync Salesforce contacts with Showpad
- Sync meetings
- Log all Showpad activity in Salesforce
- Share content available in Showpad with Contacts and Leads created in Salesforce
- See what content is recommended for which Opportunity
- Check all shares via Showpad on Account and Opportunity level
You need this to succeed
- Admin privileges on both the Showpad and Salesforce platforms
- Showpad Ultimate plan
- Salesforce Enterprise, Unlimited, or Professional plan with the Web Services API
- To follow this guide, switch to Salesforce Classic View if Lightning View is enabled
You can purchase this integration for an additional fee. Pricing information is available on the Showpad website in the Integrations section. If you are interested in this feature, please contact your customer success coach to activate the Salesforce integration.
Note: If your organization uses the Salesforce Professional plan, the Web Services API add-on must also be purchased through Salesforce.
Do this step by step
Let's start configuring the integrations. We can split this into two sections.1. Sync your Showpad activities to the Salesforce Activity History
- Integrate Showpad activities in Salesforce
- Enable auto-provisioning to automatically create Showpad users (optional)