Salesforce
Learn about Fundz Salesforce integration
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Learn about Fundz Salesforce integration
Last updated
Was this helpful?
As a registered Fundz Pro user, you have ability to integrate Fundz to your Salesforce account. This enables you to synchronize Fundz Funding updates with your Salesforce account.
To connect Fundz to Salesforce:
to your Fundz account.
Click on the bottom left of the Fundz homepage.
Click on the arrow next to Integrations.
Click Plus icon next to Salesforce.
Follow the instructions provided by Salesforce.
If you experience any issues, please reach out to our team for assistance.
