Salesforce
The Salesforce integration allows you to sync customer data from your Salesforce CRM to the Kickplan monetization platform. This provides a unified view of your accounts, plans, feature usage, and billing details within Kickplan, enabling better customer management and revenue optimization. Salesforce's automation tools and customizable features enhance data flow between the two platforms.
This connection is bidirectional, meaning you can read from and write data to Salesforce.
- In Kickplan, go to Connections and Create Connection.
- Search for Salesforce
- After creating the connection, click on the card, and select Activate and fill in your credentials.
Information you'll need to establish a connection:
ā¢ Create an OAuth App ā¢ Generate Consumer Key and Consumer Secret
Salesforce is a cloud-based Customer Relationship Management (CRM) software. It is designed to help businesses manage customer data, sales processes, marketing campaigns, and customer service operations. With its powerful automation tools and customizable platform, Salesforce streamlines workflows and enhances productivity across various departments.
