Salesforce is the customer relationship management (CRM) platform enabling organizations to easily manage and track leads, contacts and opportunities.
For your Dynamics 365 account, YAP supports the following actions:
- Create lead
- Create contact
- Update opportunity
- Update lead
- Find lead
- Find contact
Before setup, check that you have granted to YAP the permission to send notification to your Salesforce account. For this, sign in to Salesforce and authorize the permissions requested by YAP.
Questions? We're always happy to help with any issues you might have! Send us an email to [email protected] or request the demo with our sales team.