Salesforce

Learn about Fundz Salesforce integration

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:

1. Log in to your Fundz account.

2. Click Account on the bottom left of the Fundz homepage.

3. Click on the arrow next to Integrations.

4. Click Plus icon next to Salesforce.

   

5. Follow the instructions provided by Salesforce.

If you experience any issues, please reach out to our customer service team for assistance.